Credit Repair Cloud + Billsby + Docusign Integrations

How to connect Credit Repair Cloud + Billsby + Docusign

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Do even more with Credit Repair Cloud + Billsby + Docusign

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Credit Repair Cloud, Billsby, and Docusign. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

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 Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
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
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

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How Credit Repair Cloud + Billsby + Docusign Integrations Work

Step 1: Authenticate Credit Repair Cloud, Billsby, and Docusign.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Credit Repair Cloud + Billsby + Docusign

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

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 Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn more Help

Related categories

Signatures

Credit Repair Cloud + Billsby + Docusign Integrations

How to connect Credit Repair Cloud + Billsby + Docusign

Do even more with Credit Repair Cloud + Billsby + Docusign

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

New Folder

Send Envelope Using Template

Template ID

Brand ID

Email Subject