Credit Repair Cloud + Upodi

Create Upodi customers when new Credit Repair Cloud clients are added

Easily keep your client information up-to-date across platforms with this workflow. When you add a new client in Credit Repair Cloud, it will update the customer details in Upodi, ensuring consistency and saving you time from manual data entry. Maintain accurate records in both apps effortlessly with this seamless integration.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Update Customer
Updates a customer
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
Try It
Update Lead
Triggered when you update a lead.
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
- 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

New Customer
Triggers when a new customer is created in Upodi.
Trigger
Polling
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New Subscription
Triggers when a new subscription is created.
Trigger
Polling
Try It
Updated Customer
Triggers when a customer is updated in Upodi.
Trigger
Polling
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Updated Subscription
Triggers when a subscription is updated in Upodi.
Trigger
Polling
Try It
- SubscriptionRequired
- Product Plan ChargeRequired
- Price
- Quantity
- Description
- Charge Start Date
Action
Write
- Subscription IDRequired
- Cancellation reason
- Cancel option
- Cancel on date
Action
Write
- Full nameRequired
- Account Number (ID)
- Currency CodeRequired
- Company Name
- Company VAT Number
- Primary Email
- Auto Billing
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- Note Field
- City
- Postal Code
- Country
- County
- State
- Parent Customer
- Bill To Parent Customer
- Collective Billing
- Our Reference Contact
- Your Reference Contact
Action
Write
- GatewayRequired
- SourceRequired
- Customer IDRequired
- Make defaultRequired
Action
Write
- The invoice you want to creditRequired
Action
Write
- Subscription IDRequired
- Resume ByRequired
- Resume By Specific Date
Action
Write
- Contact IDRequired
- Full Name
- Customer ID
- Contact Type
- GLN Number
- Reference Key
- Primary Email
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Note
- City
- Postal Code
- Country
Action
Write
- Subscription IDRequired
- Auto Renew
- End date
- Reference Key
- Reference
- Start Date
- Switch To Plan ID
- Subscription Number
- Initial Term Interval
- Initial Term Period
- Renewal Term Interval
- Renewal Term Period
Action
Write
- Subscription IDRequired
- Stock Keeping Unit (SKU)
- Anchor Code
Action
Search
- Customer IDRequired
- Contact Type
Action
Search
- Invoice ID
Action
Search

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
Try It
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
New Contact
Triggers when a new contact is created in Upodi.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created by Upodi or manually.
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated in Upodi.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice is updated in Upodi.
Trigger
Polling
Try It
- Send activation email to the customer if configured
- SubscriptionRequired
Action
Write
- The ID of the invoice you want to bookRequired
- Send activation email to the customer if configured
- If the email should not just be sent to the Customer.PrimaryEmail include a substitute email address here instead
- Pay the invoice using the customers default payment method
- Push the invoice to any external applications that are connected in your Upodi. Fx. to an ERP-system or e-invoicing applications.
- Will allow Upodi to perform the booking asynchronously for performance. This means you do not receive as much information directly on the booking call
Action
Write
- Customer ID
- Full NameRequired
- Contact TypeRequired
- GLN Number
- Reference Key
- Primary Email
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Note
- City
- Postal Code
- Country
Action
Write
- CustomerRequired
- CurrencyRequired
- Subscription
- Child
- Invoice Date
- Due Date
- Payment Date
- Ref Key
- Original Invoice
- Invoice Reference
- Credit Note Reason
- Title
- Description
- Line Number
- QuantityRequired
- Tax Exempt
- Unit PriceRequired
- SKU
- Unit
- Discount
- Period Start
- Period End
- Is Empty Line
Action
Write
- CustomerRequired
- Product Plan IDRequired
- Start Date
- End date
- Auto Renew
- Switch To Plan ID
- Subscription Number
- Reference Key
- Reference
- Initial Term Interval
- Initial Term Period
- Renewal Term Interval
- Renewal Term Period
Action
Write
- Subscription IDRequired
Action
Write
- Subscription IDRequired
- Action
- Price Strategy
- Switch To Product Plan IDRequired
- Pay the invoice using the customers default payment methodRequired
- Push the invoice to any external applications that are connected in your Upodi. Fx. to an ERP-system or e-invoicing applications.
- Will allow Upodi to perform the booking asynchronously for performance. This means you do not receive as much information directly on the booking call
Action
Write
- Customer IDRequired
- Full Name
- Parent customer ID
- Bill To Parent
- Account Number
- Company Name
- Company VAT Number
- Reference Key
- Primary Email
- Currency Code
- Auto Billing
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- Note
- City
- Postal Code
- Country
- County
- State
- Collective Billing
- Our Reference Contact
- Your Reference Contact
Action
Write
- SubscriptionCharge IDRequired
- Action
- Price Strategy
- Reference key
- Description
- Next charge date of the charge
- Period start date
- QuantityRequired
- Price
Action
Write
- Product PlanRequired
Action
Search
- Account Number
- Customer ID
Action
Search
- Subscription ID
Action
Search

About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Upodi

Upodi is a subscription and billing management platform.

Related categories

Payment Processing

Related Zap Templates

Update Upodi customers when Credit Repair Cloud clients are updated

Create Upodi customers from new Credit Repair Cloud leads

Credit Repair Cloud + Upodi

Create Upodi customers when new Credit Repair Cloud clients are added

Status Change

New Client

New Lead

Update Lead

Change Lead

Create Client

Create Lead

New Customer

New Subscription

Updated Customer

Updated Subscription

Add Optional Charge to Subscription

Cancel Subscription

Create Customer

Create Payment Method for Customer

Credit Invoice

Resume Subscription

Update Contact

Update Subscription

Find Charges on Subscription

Find Contact

Find Invoice

New Affiliate

New Invoice

Update Client

Change Client

Create Affiliate

Create Invoice

New Contact

New Invoice

Updated Contact

Updated Invoice

Activate Subscription

Book Draft Invoice or Credit Note

Create Contact for a Customer

Create Invoice

Create Subscription

Hold Subscription

Switch Product Plan for a Subscription

Update Customer

Create a Change to a Charge

Find Charges for a Product Plan

Find Customer

Find Subscription

About Credit Repair Cloud

Related categories

Similar apps

Zapier Interfaces

About Upodi

Related categories

Related Zap Templates

Related Zap Templates