Credit Repair Cloud + Design Pickle

Create Design Pickle requests for new Credit Repair Cloud leads

Effortlessly manage new leads in Credit Repair Cloud and streamline your design process with this workflow. When you add a new lead in Credit Repair Cloud, a design request is instantly created in Design Pickle, keeping your creative projects current and saving you valuable time. Enjoy a seamless connection between lead management and design collaboration.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Request
Creates a new request, probably with input from previous steps.
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

Requests Ready for Review
Triggers when a new version of a request is ready for review.
Trigger
Polling
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- Item Id
- NameRequired
- Request Type IdRequired
- SizesRequired
- DirectionsRequired
- What file type do you need?Required
- Copy
- Files
- Brand Id
Action
Write
- ID
- Status
- Item ID
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
Requests Completed
Triggers when a request has been completed.
Trigger
Polling
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Requests in Progress
List requets that are either In Progress, WIP - On Deck, Quality Review, For Review or Attention
Trigger
Polling
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- RequestRequired
- DirectionsRequired
- Copy
- Sizes
- Files
Action
Write