Credit Repair Cloud + LearnUpon

Create new LearnUpon portal invites for new Credit Repair Cloud clients

Easily streamline your client onboarding process by instantly sending LearnUpon portal invites when a new client is added in Credit Repair Cloud. This seamless workflow helps you save time and ensures your clients receive access to the necessary resources for their credit repair journey. Stay organized and improve your customer experience with this efficient automation.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Create a New Portal Invite
You can use this action to invite users to your portal.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- EmailRequired
- 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 NameRequired
- Last NameRequired
- 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 NameRequired
- Last NameRequired
- 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

- EmailRequired
- Username
- Course Name
- Re-enroll if already completed
- Course ID
Action
Write
- Group IDRequired
- User IDRequired
- Process Enrollments
Action
Write
- EmailRequired
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User TypeRequired
- Can Enroll Learners on Courses
- Can Mark Learners Complete on Courses
- Can Edit Courses
- Can Create Courses
- Membership Type
- Salesforce Contact ID
- Salesforce User ID
Action
Write
- Email of the UserRequired
Action
Search
- EmailRequired
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User TypeRequired
- Can Enroll Learners on Courses
- Can Mark Learners Complete on Courses
- Can Edit Courses
- Can Create Courses
- Membership Type
- Salesforce Contact ID
- Salesforce User ID
Action
Search or 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
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- 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 NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
Enrollment Completion Trigger
Triggers when a learner completes a course in LearnUpon.
Trigger
Instant
Try It
- TitleRequired
- Description
- SSO Sync.
Action
Write
- EmailRequired
- Username
- First Name
- Last Name
- Account Expires
- Group ID
- Salesforce Contact ID
- Salesforce User ID
- User Type
Action
Write
- Title of the GroupRequired
Action
Search
- TitleRequired
- Description
- SSO Sync.
Action
Search or write