Credit Repair Cloud + Offri

Create Offri proposals for new Credit Repair Cloud leads

Effortlessly turn new leads from Credit Repair Cloud into professional proposals using this automation. With this workflow, every time a new lead is added in Credit Repair Cloud, a corresponding proposal will be created in Offri—streamlining your sales process and helping you easily manage client expectations. Focus on closing deals and let this time-saving integration handle the repetitive work for you.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Proposal
Creates a proposal, optionally from a template.
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

- WorkspacesRequired
Trigger
Instant
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- WorkspacesRequired
Trigger
Instant
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- WorkspacesRequired
Trigger
Instant
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- WorkspacesRequired
Trigger
Instant
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- WorkspaceRequired
- ContactRequired
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- MatchesRequired
- Name
- Email address
- Client Number
- Create contact if no contact is found
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- Contact to removeRequired
Action
Write
- WorkspaceRequired
- Contact to updateRequired
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- Find byRequired
Action
Search
- WorkspaceRequired
- Find byRequired
- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
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
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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
- 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
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
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- WorkspacesRequired
Trigger
Instant
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- WorkspacesRequired
- Proposal StatusRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- TitleRequired
- Expire on
- Language
- Contact
- Custom metadata
Action
Write
- WorkspaceRequired
- ContactRequired
- MatchesRequired
- Name
- Email address
- Create Contact Person if no Contact Person is found
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- ContactRequired
- Contact Person to updateRequired
Action
Write
- WorkspaceRequired
- ContactRequired
- Contact Person to updateRequired
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- ClientRequired
- MatchesRequired
- Name
- Email address
Action
Search
- WorkspaceRequired
- ContactRequired
- MatchesRequired
- NameRequired
- Email
Action
Search or write