Coupon Carrier + Credit Repair Cloud

Create and assign coupon codes for new Credit Repair Cloud clients using Coupon Carrier

Easily welcome new clients to your credit repair business and reward them with a discount code using this automation. When a new client is added in Credit Repair Cloud, this workflow assigns a code from Coupon Carrier for a seamless introduction to your services. Save time and encourage client loyalty with this efficient, personalized approach.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Assign a Code
Picks and returns a code from a specified code list for a unique user.
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

- Code List
Trigger
Polling
Try It
- Code ListRequired
Action
Write
- CodeRequired
- Code ListRequired
- Allow Multiple Usages
- Should this step be considered a "success" even if the code was not found in the specified code list?
Action
Write
- Email AddressRequired
- ConfigurationRequired
- Merge fields
- Should this step be considered a "success" even if the recipient has already received a code?
Action
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
- Code List
Trigger
Polling
Try It
- Type of identifierRequired
- Code ListRequired
- Allow Multiple Codes
- Generate a QR/Barcode Image
Action
Write
- Email Address or Unique IdentifierRequired
- ConfigurationRequired
- Immediately assign a code?
Action
Write
- ConfigurationRequired
- Do you want to activate or pause the configuration?Required
Action
Write