Credit Repair Cloud + Podio

Create new Credit Repair Cloud clients from new Podio items

Effortlessly manage your new clients with this Podio to Credit Repair Cloud workflow. When a new item is added in Podio, this automation will create a client in Credit Repair Cloud, streamlining your client onboarding process. Stay organized and save time by allowing this integration to seamlessly bridge the gap between your apps.

When this happens...
New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
TriggerPolling
automatically do this!
Create Client
Adds a new client.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- WorkspaceRequired
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Polling
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New Organization
Triggers when you add a new organization.
Trigger
Polling
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- Organization
- Workspace
- Application
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
- Search Field ValueRequired
Action
Search
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

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
- Include Image Attachments
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
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- Attach ToRequired
- FileRequired
- Silent
Action
Write
- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write
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
Try It
Update Lead
Triggered when you update a lead.
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
- 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

About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn more

Related categories

Project Management

Credit Repair Cloud + Podio

Create new Credit Repair Cloud clients from new Podio items

New Application

New Item

New Organization

New Activity

New View

Create Item

Create Task

Find Item

New Affiliate

New Invoice

Update Client

Change Client

Create Affiliate

Create Invoice

New Action

Item Updated

New Workspace

New Task

Attach File

Create Status

Update Item

Status Change

New Client

New Lead

Update Lead

Change Lead

Create Client

Create Lead

About Credit Repair Cloud

Related categories

Similar apps

Zapier Interfaces

About Podio

Related categories

Similar apps

Teamwork

ActiveCollab

Basecamp