Credit Repair Cloud + Daftra

Create Daftra clients from new Credit Repair Cloud leads

Effortlessly manage your leads from Credit Repair Cloud by adding them as clients in Daftra with this seamless workflow. Once set up, each time a new lead is created in Credit Repair Cloud, they will be instantly added as a client in Daftra, saving you time and ensuring consistency in your client management process. Stay organized and streamline your client onboarding with this powerful automation.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
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Add 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

Refund Receipt Created
Triggers when a new Refund Receipt is created
Trigger
Instant
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Client Deleted
Triggers when a Client is deleted.
Trigger
Instant
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Expense Deleted
Triggers when an Expense is deleted.
Trigger
Instant
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Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Trigger
Instant
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Purchase Order Deleted
Triggers when Purchase Order Deleted
Trigger
Instant
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Client Updated
Triggers when a Client is updated
Trigger
Instant
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Expense Updated
Triggers when an Expense is updated.
Trigger
Instant
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Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Trigger
Instant
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Purchase Order Updated
Triggers when Purchase Order was updated.
Trigger
Instant
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Estimate Created
Triggers when a new Estimate is created
Trigger
Instant
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Estimate Updated
Triggers when an Estimate is updated
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Invoice Payment Created
Triggers when a new Invoice Payment is created.
Trigger
Instant
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Product Created
Triggers when there's a new product.
Trigger
Instant
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Product Updated
Triggers when a Product is updated
Trigger
Instant
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Supplier Deleted
Triggers when supplier is deleted.
Trigger
Instant
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Add Estimate
Creates a new Estimate
Action
Write
Add Invoice Payment
Creates a new Invoice Payment
Action
Write
Add Purchase Order
Creates a new Purchase Order
Action
Write
Add Client
Creates a new client
Action
Write
Add Journal
Creates a new Journal
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
Edit Estimate
Edits an Estimate
Action
Write
Edit Invoice
Edits an Invoice
Action
Write
Edit Journal
Edits a Journal
Action
Write
Edit Purchase Order
Edits a Purchase Order
Action
Write
Edit Supplier
Edits a Supplier
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
Credit Note Created
Triggers when a new Credit Note is created.
Trigger
Instant
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Purchase Order Created
Trigger When New Purchase Order is created
Trigger
Instant
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Credit Note Deleted
Triggers when a Credit Note is Deleted.
Trigger
Instant
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Delete Invoice
Triggers when an Invoice is deleted.
Trigger
Instant
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Journal Deleted
Triggers when a Journal is deleted.
Trigger
Instant
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Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Trigger
Instant
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Credit Note Updated
Triggers when a Credit Note is Updated.
Trigger
Instant
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Invoice Updated
Triggers when a Invoice is updated.
Trigger
Instant
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Journal Updated
Triggers when a Journal is updated.
Trigger
Instant
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Refund Receipt Updated
Triggers when a Refund Receipt was updated
Trigger
Instant
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Estimate Deleted
Triggers when an Estimate is deleted
Trigger
Instant
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Invoice Created
Triggers when there's a new Invoice.
Trigger
Instant
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New Expense Created
Triggers when a new Expense is created.
Trigger
Instant
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Journal Created
Triggers when a new Journal is created.
Trigger
Instant
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Product Deleted
Triggers when a Product is deleted
Trigger
Instant
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Supplier Created
Triggers when a new supplier is created.
Trigger
Instant
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Supplier Updated
Triggers when Supplier is updated.
Trigger
Instant
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Add Invoice
Creates a new Invoice
Action
Write
Add Product
Creates a new Product
Action
Write
Add Refund Receipt
Creates a new Refund Receipt
Action
Write
Add Expense
Creates a new Expense
Action
Write
Add Supplier
Creates a new supplier
Action
Write
- Estimate IDRequired
Action
Write
- Invoice IDRequired
Action
Write
- IDRequired
Action
Write
- Refund Receipt IDRequired
Action
Write
Edit Client
Edits a Client
Action
Write
Edit Expense
Edits an Expense
Action
Write
Edit Invoice Payment
Edits an Invoice Payment
Action
Write
Edit Product
Edits a Product
Action
Write
Edit Refund Receipt
Edits a Refund Receipt
Action
Write

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 Daftra

Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

Related categories

Accounting

Credit Repair Cloud + Daftra

Create Daftra clients from new Credit Repair Cloud leads

Status Change

New Client

New Lead

Update Lead

Change Lead

Create Client

Create Lead

Refund Receipt Created

Client Deleted

Expense Deleted

Invoice Payment Deleted

Purchase Order Deleted

Client Updated

Expense Updated

Invoice Payment Updated

Purchase Order Updated

Estimate Created

Estimate Updated

Client Created

Invoice Payment Created

Product Created

Product Updated

Supplier Deleted

Add Estimate

Add Invoice Payment

Add Purchase Order

Add Client

Add Journal

Delete Client

Delete Expense

Delete Invoice Payment

Delete Purchase Order

Delete Supplier

Edit Estimate

Edit Invoice

Edit Journal

Edit Purchase Order

Edit Supplier

New Affiliate

New Invoice

Update Client

Change Client

Create Affiliate

Create Invoice

Credit Note Created

Purchase Order Created

Credit Note Deleted

Delete Invoice

Journal Deleted

Refund Receipt Deleted

Credit Note Updated

Invoice Updated

Journal Updated

Refund Receipt Updated

Estimate Deleted

Invoice Created

New Expense Created

Journal Created

Product Deleted

Supplier Created

Supplier Updated

Add Invoice

Add Product

Add Refund Receipt

Add Expense

Add Supplier

Delete Estimate

Delete Invoice

Delete Product

Delete Refund Receipt

Edit Client

Edit Expense

Edit Invoice Payment

Edit Product

Edit Refund Receipt

About Credit Repair Cloud

Related categories

Similar apps