Credit Repair Cloud + RingByName

Create new RingByName contacts for every new client in Credit Repair Cloud

Effortlessly manage your new client information with this automation between Credit Repair Cloud and RingByName. When a new client is added in Credit Repair Cloud, their contact information will be instantly added to RingByName, ensuring all client details are up-to-date across both platforms. Streamline your client management process and save valuable time while providing a seamless experience for your clients.

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

New Call Recording
Triggers when a call is recorded.
Trigger
Polling
Try It
New Missed Call
Triggers when a call is missed.
Trigger
Polling
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New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- First NameRequired
- Last Name
- Company
- Work Phone
- Home Phone
- Cell Phone
- Fax
- Work Email
- Personal E-Mail
- Work Address
- Home Address
- Work Weblink
- Personal Weblink
- Groups
Action
Write
- Phone NumberRequired
Action
Write
- NameRequired
Action
Search

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
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
Call Ended
Triggers when a call ends.
Trigger
Polling
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New Fax
Triggers when a new fax is received.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Voicemail
Triggers when a new voicemail is created.
Trigger
Polling
Try It
- ContactRequired
- ContentRequired
- File
Action
Write
- Sender Fax NumberRequired
- Recipient NameRequired
- Recipient CompanyRequired
- Recipient Fax NumberRequired
- TitleRequired
- FileRequired
- Sender NameRequired
- Cover MessageRequired
- Include Signature
Action
Write