WhiteLabelCRO Integrations

Name: Zapier
Availability: InStock

Beta

CRM (Customer Relationship Management)

Put WhiteLabelCRO to work with AI and enterprise-grade automation

Automate smarter with WhiteLabelCRO and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Slack

Team Chat

Airtable

Databases

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Slack

Team Chat

Airtable

Databases

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Slack

Team Chat

Airtable

Databases

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send channel messages in Slack for new clients created in WhiteLabelCRO
Details
Try it
WhiteLabelCRO + Slack

Send channel messages in Slack for new clients created in WhiteLabelCRO

Details

Try it

WhiteLabelCRO + Slack

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Affiliate Created
Triggers when a new affiliate is created in your CRM.
Trigger
Instant
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New Client Created
Triggers when a new client is created in your CRM.
Trigger
Instant
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Document Uploaded
Triggers when a document is uploaded in your CRM.
Trigger
Instant
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Invoice Status Changed
Triggers when an invoice's status changes in your CRM.
Trigger
Instant
Try It
Payment Failed
Triggers when a payment fails in your CRM.
Trigger
Instant
Try It

- Client
  Required
- Note Text
  Required
- Note Type
- Visible to Affiliate
- External System ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Assigned Employee
- Status
- City
- State
- ZIP Code
- Affiliate
- OK to Text
- Preferred Contact Method
- External System ID
Action
Write

- Affiliate
  Required
- First Name
- Last Name
- Full Name
- Email
- Phone
- Title
- Company Name
- Office Phone
- Affiliate Code
- Commission Rate
- Is Active
- Is Approved
- External System ID
Action
Write
- Client
  Required
- New Status (Name)
- New Status
- Changed By Employee
- Status Note
Action
Write
- Client
  Required
- New Status (Name)
- New Status
- Changed By Employee
- Status Note
Action
Write
- Email
- Phone
- Client
- External System ID
- Provider
Action
Search

Agreement Signed
Triggers when an agreement is signed in your CRM.
Trigger
Instant
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Client Status Changed
Triggers when a client's status changes in your CRM.
Trigger
Instant
Try It
New Invoice Created
Triggers when a new invoice is created in your CRM.
Trigger
Instant
Try It
New Lead Created
Triggers when a new lead is created in your CRM.
Trigger
Instant
Try It
Payment Succeeded
Triggers when a payment succeeds in your CRM.
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Title
- Company Name
- Office Phone
- Affiliate Code
- Commission Rate
- External System ID (Text)
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- City
- State
- ZIP Code
- Package Keyword
Action
Write
- Client
  Required
- First Name
- Last Name
- Middle Initial
- Email
- Phone
- Home Phone
- City
- State
- ZIP Code
- Assigned Employee
- Affiliate
- OK to Text
- Preferred Contact Method
- External System ID
Action
Write
- Client
  Required
- First Name
- Last Name
- Email
- Phone
- City
- State
- ZIP Code
- Assigned Employee
- Affiliate
- URL Referrer
- Promo Code
- External System ID
Action
Write
- Email
- Phone
- Client
- External System ID
- Provider
Action
Search

WhiteLabelCRO Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About WhiteLabelCRO

WhiteLabelCRO is a credit repair CRM that manages clients, payments, documents, disputes, and workflows for credit repair organizations.

HelpHelp

Related categories

CRM (Customer Relationship Management)

WhiteLabelCRO Integrations

Put WhiteLabelCRO to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send channel messages in Slack for new clients created in WhiteLabelCRO

Send channel messages in Slack for new clients created in WhiteLabelCRO

Supported triggers and actions

WhiteLabelCRO Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular WhiteLabelCRO Integrations

Popular WhiteLabelCRO Integrations

WhiteLabelCRO Integrations

Put WhiteLabelCRO to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send channel messages in Slack for new clients created in WhiteLabelCRO

Send channel messages in Slack for new clients created in WhiteLabelCRO

WhiteLabelCRO Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular WhiteLabelCRO Integrations

Popular WhiteLabelCRO Integrations

Connect Your App Accounts to Zapier