Credit Repair Cloud + Nusii Proposals

Create new Nusii Proposals clients from Credit Repair Cloud leads

Save time and streamline your client onboarding process with this automation. When a new lead is added in Credit Repair Cloud, a client profile is instantly created in Nusii Proposals. This workflow simplifies the process of managing leads and helps you focus on growing your credit repair business.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
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Create Client
Creates a new client.
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

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Charged
Triggers when a proposal is charged.
Trigger
Instant
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Proposal Rejected
Triggers when a proposal is rejected.
Trigger
Instant
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- EmailRequired
- Role
- First NameRequired
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes
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
Client Created
Triggers when a client is created.
Trigger
Instant
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Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
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Instant
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Proposal Created
Triggers when a proposal is created.
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Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Title of ProposalRequired
- Client
- Client Email
- Document Section Title
- Prepared By
- Theme
- Template
Action
Write