Credit Repair Cloud + OfficeClip

Create new OfficeClip contacts from incoming Credit Repair Cloud clients

Effortlessly manage your new clients from Credit Repair Cloud by having their contact information seamlessly transferred to OfficeClip. With this workflow, whenever a new client is added in Credit Repair Cloud, their contact details will be automatically created as a contact in OfficeClip. This saves time and ensures accuracy, allowing you to focus on providing quality service to your clients.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact in OfficeClip.
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

- First Name
- Email
- Work Phone
- Last NameRequired
- Salutation
- Title
- Company Name
- Department
- Email Opt-Out
- Alternate Work Phone
- Fax
- Birthdate
- Assistant Name
- Assistant Phone
- Web Site
- Alternate Email Address
- Parent Account
- Address Line 1
- Address Line 2
- City
- Zip/Postal Code
- State
- Country
- Other Address Line 1
- Other Address Line 2
- Other City
- Other Zip/Postal Code
- Other Country
- Other State
- 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
- Last NameRequired
- First Name
- Email Id
- Office Phone
- Title
- Notes
Trigger
Polling
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