Credit Repair Cloud + SendJim

Add new Credit Repair Cloud clients as contacts in SendJim instantly

Easily manage your growing client base by connecting Credit Repair Cloud and SendJim. With this workflow, every time you add a new client in Credit Repair Cloud, a contact will be created in SendJim. This seamless process helps you save time and maintain a well-organized contact list, ensuring you stay in touch with all your clients.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Create Contact
Create a contact in SendJim
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
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Tags
Action
Write
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- QuickSendRequired
- 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
- TimingRequired
- Templates
Trigger
Instant
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- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Number of neighbors to mailRequired
- Same street onlyRequired
- QuickSendRequired
- Tags
Action
Write