Credit Repair Cloud + Prima.Law
Create new Prima.Law contacts from new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by transferring them to Prima.Law as new contacts. With this workflow, every time a new lead is added in Credit Repair Cloud, a corresponding contact will be created in Prima.Law, saving you time and ensuring seamless tracking of your potential clients. Keep your legal practice organized and efficient by utilizing this simple automation.
Effortlessly manage your leads from Credit Repair Cloud by transferring them to Prima.Law as new contacts. With this workflow, every time a new lead is added in Credit Repair Cloud, a corresponding contact will be created in Prima.Law, saving you time and ensuring seamless tracking of your potential clients. Keep your legal practice organized and efficient by utilizing this simple automation.
- When this happens...
New LeadTriggered when you add a new lead.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create New ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggered when you add a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggered when you add a new lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Lead
Triggered when you update a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Case Checklist Completed
Trigger when a checklist item is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Case Status Change
Trigger when case status change (from open to closed or from closed to open).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed Task
Trigger when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Call Tag
Triggers when a new Call tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact Tag
Triggers when a new Contact tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task Tag
Triggers when a new Task tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Advance Parole
Trigger when a new Advance Parole is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Case
Trigger when a new case is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Criminal History
Trigger when a new Criminal History is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Educational History
Trigger when a new Educational History is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Trigger when a new lead is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Trigger when a note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Phone Number
Trigger when a new phone is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Trigger when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Travel History
Trigger when a new travel history is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Visa History
Trigger when a new visa history is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Travel History
Trigger when a new travel history is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Case
Trigger when a case is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Criminal History
Trigger when a new Criminal History is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Educational History
Trigger when a new Educational History is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Marriage History
Trigger when a new Marriage History is update
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Passport
Trigger when a new passport is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Phone Call
Trigger when phone call is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Visa History
Trigger when a new visa history is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Name
AddressRequired
Line 2
Is apt/ste/flr
Apt Ste Flr Number
Foreign
Mailing
Primary
Current
Contact IdRequired
order
CityRequired
State
Country
zip Code
Postal Code
In Care Of
Foreign Province
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Middle Name
Email
Birth Date
Notifications
Potencial Client
Subcontact Id
Is Subcontact
Others Names Used
Social Security Number
Alien Number
POB City
POB State
POB Country
Marriage Date
Marriage Place
Spouse First Name
Spouse Last Name
Spouse Dob
Spouse Place Of Birth
Spouse Social Security Number
Spouse Alien
Spouse Others Names
i94
Passport Number
Passport Country
Current Immigration Status
Marital Status
Place Of Last Entry To Us
Date Of Last Entry To Us
Citizenship
cr Exp
lpr Exp
elis
nvc Dos Case Num
Sex
Company Name
pd Family Petition Date
pd Family Petition Country
pd Family Petition Category
pd Employment Date
pd Employment Petition Country
pd Employment Petition Category
pb Remove From Report
Dropbox Folder
Relationship
related Contact Id
Occupation
Salutation
Driver Licence
Nationality
ClanTribeName
Native Lang Name
Active
i94 Passport
i94 Passport Country
i94 Number
i94 ArrivalDate
i94admitUntil
i94 Class Of Admission
Company Irs Tax Id
Company Business Type
Company Naics
Company Year Established
Company Total Number Employees
Company Us Number Employees
Cmpany Gross Annual Income
Company Net Annual Income
Is Company
Company Date Stabilised
Company Dol Eta Case Number
Company Labor Cert Filing Date
Company Labor Cert Expiration Date
separated
annulled
itin
Other First 1
Other Middle 1
Other Last 1
Other First 2
Other Middle 2
Other Last 2
First Name Native Alpha
Last Name Native Alpha
Middle Name Native Alpha
Ethnicity
Race
height Ft
height In
weight 1
weight Full
weight 2
weight 3
Eyes Color
Hair Color
US Citizen
US Legal Permanent Resident
US Citizen Trough
Number Of Marriages
Client Portal Language
Class Admission Lpr
Date Admission Lpr
Other First 3
Other Last 3
Other Middle 3
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Middle Name
Email
Country Code
Phone
Subject
Price
Due Date
Lead statusRequired
Tag
Create New Tag
Add Tags
Observations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Case Id
Call DetailsRequired
Type
Phone NumberRequired
Status
Assigned To Id
Send Notify Id
Calls Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Body
PriorityRequired
Due Date
Case Id
Contact IdRequired
StatusRequired
Assigned to Id
Regarding
Regarding Type
Date
Task Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Contact ByRequired
Search ValueRequired
First Name
Middle Name
Last Name
Email
Birth Date
Notifications
Potencial Client
Subcontact Id
Is Subcontact
Others Names Used
Social Security Number
Alien Number
POB City
POB State
POB Country
Marriage Date
Marriage Place
Spouse First Name
Spouse Last Name
Spouse Dob
Spouse Place Of Birth
Spouse Social Security Number
Spouse Alien
Spouse Others Names
i94
Passport Number
Passport Country
Current Immigration Status
Marital Status
Place Of Last Entry To Us
Date Of Last Entry To Us
Citizenship
cr Exp
lpr Exp
elis
nvc Dos Case Num
Sex
Company Name
pd Family Petition Date
pd Family Petition Country
pd Family Petition Category
pd Employment Date
pd Employment Petition Country
pd Employment Petition Category
pb Remove From Report
Dropbox Folder
Relationship
related Contact Id
Occupation
Salutation
Driver Licence
Nationality
ClanTribeName
Native Lang Name
Active
i94 Passport
i94 Passport Country
i94 Number
i94 ArrivalDate
i94admitUntil
i94 Class Of Admission
Company Irs Tax Id
Company Business Type
Company Naics
Company Year Established
Company Total Number Employees
Company Us Number Employees
Cmpany Gross Annual Income
Company Net Annual Income
Is Company
Company Date Stabilised
Company Dol Eta Case Number
Company Labor Cert Filing Date
Company Labor Cert Expiration Date
separated
annulled
itin
Other First 1
Other Middle 1
Other Last 1
Other First 2
Other Middle 2
Other Last 2
First Name Native Alpha
Last Name Native Alpha
Middle Name Native Alpha
Ethnicity
Race
height Ft
height In
weight 1
weight Full
weight 2
weight 3
Eyes Color
Hair Color
US Citizen
US Legal Permanent Resident
US Citizen Trough
Number Of Marriages
Client Portal Language
Class Admission Lpr
Date Admission Lpr
Other First 3
Other Last 3
Other Middle 3
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Middle Name
Last Name
Email
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggered when you update a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Mobile PhoneRequired
GenderRequired
PortalAccessRequired
Alternate Phone
Phone Ext
Fax
Address
Status
City
Zip
Country
Internal Note
Companyurl
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Total AmountRequired
Due DateRequired
Reference NumberRequired
Open Amount
Added Date
Lines
Paid Amount
Invoice Date
Payment Recived Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned Task
Trigger when a task is assigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Case Flows Completed
Trigger when a flow item is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Commented Task
Trigger when a task is commented.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get Type Leads
Fetches a list of type leads.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Case Tag
Triggers when a new Case tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead Tag
Triggers when a new Lead tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Address
Trigger when a new address is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Event
Trigger when a new calendar event is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Trigger when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New EAD
Trigger when a new EAD is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Family Member
Trigger when a new Family Member is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Marriage History
Trigger when a new Marriage History is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Passport
Trigger when a new passport is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Phone Call
Trigger when a new phone call is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Transaction
Trigger when a new transaction is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New US Entry
Trigger when a new US Entry is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reassigned Task
Trigger when a task is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Address
Trigger when a new address is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Trigger when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update EAD
Trigger when a new EAD is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Family Member
Trigger when a new Family Member is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Note
Trigger when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Phone Number
Trigger when a phone is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update US Entry
Trigger when a new US Entry is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
TitleRequired
Start dateRequired
End dateRequired
All dayRequired
Location
Attendees
Description
Recurring events compatibility mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Contact IdRequired
Case Type Id
Area
Case Status
Beneficiary
Practice Area
Payment Type
Reciept Number
Dropbox Folder
Attorney
Attorney Type
Plantiff
Plantiff Type
Filling
Filling Type
Court
Number
Matter of
Filling Date
Defendat Type
Defendant
Judge
Plantiff Client
Defendant Client
Prosecutor
Fcourt
Expire Date
Primary Paralegal Id
Secondary Paralegal Id
Secondary Attorney Id
Retainer Amount
Amount Paid Today
Attorney Hourly Rate
Paralegal Hourly Rate
Paid Every X Days
First Payment Day
Last Payment Day
File Copy Amount
Complete Date Goal
Regular Payment Amount
Number of Payments
Case Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File NameRequired
File ContentRequired
Case IdRequired
Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Body
Case Id
Contact IdRequired
Regarding
Regarding Type
Date
Visible On Client Portal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
NumberRequired
Annotation
Best time to call
TypeRequired
Active Type
Country Area Code
Ext
Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Title
Start date
End date
All day
Timezone
Location
Attendees
Description
Recurring events compatibility mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Search termRequired
Start time
End time
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendarRequired
Search termRequired
Start time
End time
TitleRequired
Start dateRequired
End dateRequired
All dayRequired
Location
Attendees
Description
Recurring events compatibility mode
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Credit Repair Cloud
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