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Credit Repair Cloud + Youtrust

Create Youtrust contacts for new Credit Repair Cloud clients

Efficiently manage your new clients in Credit Repair Cloud by seamlessly adding them as contacts in the Youtrust app. This workflow is activated when a new client is added in Credit Repair Cloud, automatically creating a contact in Youtrust. Streamline your client onboarding process, save time, and ensure all your important information is consistently updated across both platforms.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create a ContactCreate a Contact
ActionWrite

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More things you can do with Credit Repair Cloud and Youtrust

Discover other triggers and actions you can use with Credit Repair Cloud and Youtrust

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

- Download documents as well
- Download audit trails as well
Trigger
Instant
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- First name
  Required
- Last name
  Required
- Email
  Required
- Locale
  Required
- Phone number
- Company name
- Job title
- Address line 1
- Address line 2
- City
- Postal Code
- Country
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Phone
  Required
- Gender
  Required
- PortalAccess
  Required
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Total Amount
  Required
- Due Date
  Required
- Reference Number
  Required
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
Contact Created
Triggers when a Contact is created.
Trigger
Instant
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- Include Signer Audit Trail as well
Trigger
Instant
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About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

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Related categories

CRM (Customer Relationship Management)

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About Youtrust

Youtrust is an easy-to-use, legally binding eSignature solution for all your documents

Learn moreLearn moreHelpHelp

Related categories

Documents

Related Zap Templates

Create Youtrust contacts from new Credit Repair Cloud leads

Related Zap Templates

Create Youtrust contacts from new Credit Repair Cloud leads