Agentcis + Credit Repair Cloud

Create new Agentcis contacts from Credit Repair Cloud clients

Effortlessly keep your client information up-to-date with this seamless integration between Credit Repair Cloud and Agentcis. Whenever you add a new client in Credit Repair Cloud, this workflow instantly creates a contact in Agentcis, ensuring no essential data gets missed. Streamline your client onboarding process and focus on providing exceptional service with this efficient automation.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Add Contact
Add a new 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
Try It
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 Lead
Triggers when a new lead is added.
Trigger
Scheduled
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- Client Identifier
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Visa Expiry Date
- Preferred Intake
- Street
- City
- State
- Zip Code
- Assignee
- Branch Id
- 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
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 Client
Triggers when a new client is added.
Trigger
Scheduled
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Scheduled
Try It
- IdRequired
- Client Identifier
- First Name
- Last Name
- Email
- Phone Number
- Visa Expiry Date
- Preferred Intake
- Street
- City
- State
- Zip Code
Action
Write