Credit Letters Software + OneDrive

Add new generated letters in Credit Letters Software to OneDrive

Use this integration to automatically store new generated Letter file to OneDrive for easy access by your team. Once this integration has been set up, all new generated Letter will be automatically copied to OneDrive.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

Client Status Changed
Triggers when a client status is changed.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Letter Generated
Triggers when a new letter is generated.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- ZipRequired
- Street Number
- Street Name
- State
- City
- SSN
Action
Write

- LeadRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- Street NumberRequired
- Street NameRequired
- ZipRequired
- State
- City
- SSN
Action
Write
- EmailRequired
Action
Search

- EmailRequired
- First NameRequired
- Last NameRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- ZipRequired
- Street Number
- Street Name
- State
- City
- SSN
Action
Search or write
- Folder
- Include Shared Files
Trigger
Polling
Try It
- Folder
- FileRequired
- File Name
Action
Write
- Item IDRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File NameRequired
- Text ContentRequired
Action
Write
- Drive IDRequired
Action
Search
- File IDRequired
Action
Search

Delete Lead
Triggers when a lead is deleted.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Update Client
Triggers when a client is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Write
- ClientRequired
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Write
- Email or PhoneRequired
Action
Search
- Email or PhoneRequired
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Search or write
- Folder
- Include Shared Files
Trigger
Polling
Try It
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Folder
- Folder NameRequired
Action
Write
- Item IDRequired
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search QueryRequired
- Include Shared Files
Action
Search
- Search QueryRequired
- Include Shared Files
Action
Search

About Credit Letters Software

Cloud-based Software and CRM for the Credit Repair Industry. Designed for credit consultants and starting a credit repair business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

Learn more