Billsby + Credit Repair Cloud

Update clients in Credit Repair Cloud when new payments are successful in Billsby

This workflow starts when you receive a successful payment in your Billsby app and it instantly updates the client's status in your Credit Repair Cloud app. It helps to ensure all your clients' records are up-to-date, saving you time and effort in manual data transfer. This efficient process ensures seamless financial management and client service within your business.

When this happens...
Payment Successful
Triggers when a successful payment is taken.
TriggerInstant
automatically do this!
Change Client
Updates a client.
ActionWrite

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Supported triggers and actions

What does this mean?

Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Payment Successful
Triggers when a successful payment is taken.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated.
Trigger
Instant
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- Currency codeRequired
- AmountRequired
- DescriptionRequired
- CustomerUniqueIdRequired
Action
Write
- SubscriptionUniqueIdRequired
- CounterIdRequired
- Operation TypeRequired
- ValueRequired
Action
Write

- Subscription IDRequired
Action
Search
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

Customer Updated
Triggers when customer details are updated.
Trigger
Instant
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Subscription Created
Triggers when a subscription gets created.
Trigger
Instant
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- SubscriptionUniqueIdRequired
- TagnameRequired
Action
Write
- CustomerUniqueIdRequired
- First nameRequired
- Last NameRequired
- Address line 1
- Address line 2
- EmailRequired
- State
- City
- Country
- Postcode
- Phone number country
- Phone Number Dial Code
- Phone number
Action
Write
- Customer IDRequired
Action
Search
- Subscription IDRequired
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

About Billsby

Billsby is a billing service you can rely on for easy and accurate billing whatever your subscription business is.

Related categories

Payment Processing

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Update leads in Credit Repair Cloud when customers are updated in Billsby

Billsby + Credit Repair Cloud

Update clients in Credit Repair Cloud when new payments are successful in Billsby

Customer Created

Payment Successful

Subscription Updated

Create One-Time Charge

Update Counter

Find Shipping Address

Status Change

New Client

New Lead

Update Lead

Change Lead

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

Create Client

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

Create Lead

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

Customer Updated

Subscription Created

Add Feature Tags

Update Customer Details

Address line 1

Address line 2

State

City

Country

Postcode

Phone number country

Phone Number Dial Code

Phone number

Find Customer

Find Subscription