Credit Repair Cloud + Vanilla

Create new customers in Vanilla for newly added clients in Credit Repair Cloud

Effortlessly manage new clients in your Credit Repair Cloud app by creating a customer in the Vanilla app with this convenient workflow. As soon as a new client is added to Credit Repair Cloud, this automation will handle the task of generating a new customer record in Vanilla, keeping your client information organized and up-to-date across both platforms. Streamline your client onboarding process and improve efficiency with this seamless integration.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer
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 Tag
Triggers when a new tag is created.
Trigger
Instant
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- LocationRequired
- Phone NumberRequired
- First NameRequired
- Last Name
- Email
- City
- Zip Code
- Address
- Status
- Tags
- Send Invitation Message
- Message Type
- Message Template
Action
Write
- IDRequired
- Phone numberRequired
- NameRequired
- Email
- City
- Zip Code
- Address
- Status
- Tags
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
New Customer
Triggers when a customer is created.
Trigger
Instant
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Update Customer
Triggers when existing customer is updated.
Trigger
Instant
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- Tag's nameRequired
Action
Write