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Payload + Credit Letters Software Integrations

How to connect Payload + Credit Letters Software

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Supported triggers and actions

What does this mean?
  • Payload triggers, actions, and search
    Send Payment Request
    Sends a payment link to an email
    Action
    Write
  • Credit Letters Software triggers, actions, and search
    Client Status Changed
    Triggers when a client status is changed.
    Trigger
    Instant
  • Credit Letters Software triggers, actions, and search
    Delete Lead
    Triggers when a lead is deleted.
    Trigger
    Instant
  • Credit Letters Software triggers, actions, and search
    New Client
    Triggers when a new client is created.
    Trigger
    Instant
  • Credit Letters Software triggers, actions, and search
    New Lead
    Triggers when a new lead is created.
    Trigger
    Instant
  • Credit Letters Software triggers, actions, and search
    New Letter Generated
    Triggers when a new letter is generated.
    Trigger
    Instant
  • Credit Letters Software triggers, actions, and search
    Update Client
    Triggers when a client is updated.
    Trigger
    Instant
  • Credit Letters Software triggers, actions, and search
    Update Lead
    Triggers when a lead is updated.
    Trigger
    Instant
  • 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

    x

    Scheduled

    Action

  • Credit Letters Software

    x

    Scheduled

    Action

How Payload + Credit Letters Software Integrations Work

  1. Step 1: Authenticate Payload and Credit Letters Software.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
payload logo
payload logo

About Payload

Payload is a flexible payment stack for modern platforms.

Related categories

  • Payment Processing
credit-letter-software logo
credit-letter-software logo

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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