Payload + Credit Letters Software Integrations
How to connect Payload + Credit Letters Software
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Send Payment RequestSends a payment link to an emailAction
Client Status ChangedTriggers when a client status is changed.Trigger- Delete LeadTriggers when a lead is deleted.Trigger
- New ClientTriggers when a new client is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- New Letter GeneratedTriggers when a new letter is generated.Trigger
- Update ClientTriggers when a client is updated.Trigger
- Update LeadTriggers when a lead is updated.Trigger
- Credit Letters Software
Creates a new client.
Scheduled
Action
- Credit Letters Software
Creates a new lead.
Scheduled
Action
- Credit Letters Software
Updates an existing client.
Scheduled
Action
- Credit Letters Software
Updates an existing lead.
Scheduled
Action
- Credit Letters Software
Finds a client based on email or phone.
Scheduled
Action
- Credit Letters Software
Finds a lead based on email.
Scheduled
Action
- Credit Letters Software
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Scheduled
Action
- Credit Letters Software
x
Scheduled
Action
How Payload + Credit Letters Software Integrations Work
- Step 1: Authenticate Payload and Credit Letters Software.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Payload
Payload is a flexible payment stack for modern platforms.
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About Credit Letters Software
Cloud-based Software and CRM for the Credit Repair Industry. Designed for credit consultants and starting a credit repair business.
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