Credit Repair Cloud + Customers.ai

Add new Credit Repair Cloud clients as contacts in Customers.ai

Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Customers.ai. When a new client is added in Credit Repair Cloud, it will instantly create a contact in Customers.ai, saving you time and ensuring consistent communication with your clients. Simplify your daily tasks and stay organized with this efficient automation.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
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Create Contact
Creates a new SMS or Email Contact
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

New Contact
Triggers when a new contact is added to your page.
Trigger
Instant
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- Automation IDRequired
- Phone Number or EmailRequired
- Full Name
- First Name
- Last Name
Action
Write
- Recipient IDRequired
- MessageRequired
- Messaging Type
- Tag
Action
Write
- IDRequired
Action
Search
- First Name
- Last Name
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
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
- Trigger NameRequired
Trigger
Instant
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- Attribute NameRequired
Trigger
Instant
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- Phone Number or EmailRequired
- Full Name
- First Name
- Last Name
Action
Write
- Lookup AttributeRequired
- Lookup ValueRequired
Action
Write
- Attribute NameRequired
- Attribute ValueRequired
Action
Search
- Recipient IDRequired
Action
Search