Credit Letters Software Integrations
Put Credit Letters Software to work with AI and enterprise-grade automation
Automate smarter with Credit Letters Software and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- 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
Mailchimp
Marketing Automation
Facebook Lead Ads (for Business admins)
Ads & Conversion
Google Forms
Forms & Surveys, Google
Mailchimp
Marketing Automation
Facebook Lead Ads (for Business admins)
Ads & Conversion
Google Forms
Forms & Surveys, Google
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
- Create leads in Credit Letters Software from new files in OneDrive parsed by Candidate Zip Resume/Job Parser
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.
- Client Status ChangedTriggers when a client status is changed. Try ItTriggerInstant
- New ClientTriggers when a new client is created. Try ItTriggerInstant
- New Letter GeneratedTriggers when a new letter is generated. Try ItTriggerInstant
- Update LeadTriggers when a lead is updated. Try ItTriggerInstant
- Delete LeadTriggers when a lead is deleted. Try ItTriggerInstant
- New LeadTriggers when a new lead is created. Try ItTriggerInstant
- Update ClientTriggers when a client is updated. Try ItTriggerInstant
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
 ActionWrite
Credit Letters Software Help & Support
Common questions
Related categories







































