Credit Repair Cloud + FreshBooks + Jotform Integrations

How to connect Credit Repair Cloud + FreshBooks + Jotform

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Do even more with Credit Repair Cloud + FreshBooks + Jotform

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, FreshBooks, and Jotform. 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
Try It
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
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
- 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

- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Scheduled
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
- Note
Action
Write
- AccountRequired
- Item IDRequired
- PriceRequired
- CurrencyRequired
- Tax Amount
- Tax Name
- Send Admin Receipt?Required
- Note
- Is Active?
- Terms and Conditions
Action
Write
- AccountRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- AccountRequired
- AmountRequired
- CategoryRequired
- Client
- Date
- Notes
- Staff MemberRequired
- Tax1 Amount
- Tax1 Percent
- Tax1 Name
- Tax2 Amount
- Tax2 Name
- Tax2 Percent
- Compounded Tax
- Currency
- Vendor
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
Action
Write
- AccountRequired
- InvoiceRequired
Action
Write
- AccountRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Write
- AccountRequired
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- Is LoggedRequired
- Internal?
- Client IDRequired
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- AccountRequired
- Checkout Link IDRequired
Action
Write
- AccountRequired
- Email Body
- Email SubjectRequired
- Invoice IDRequired
Action
Write
- AccountRequired
- Checkout Link IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Note
- Is Active?Required
- Send Admin Receipt?Required
- Tax Amount
- Tax Name
- Item NameRequired
- Terms and Conditions
Action
Write
- AccountRequired
- Client IDRequired
- Credit Note IDRequired
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- AccountRequired
- Client
- Create if Invoice Does Not ExistRequired
- Append Line Items on UpdateRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Invoice NumberRequired
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Notes
- PO Number
- Terms
- Discount Amount
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
- Vendor IDRequired
- Vendor Name
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 099
Action
Write
- AccountRequired
- Credit Note ID
Action
Search
- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- AccountRequired
- Search FieldRequired
- Search ValueRequired
- VendorRequired
- Currency CodeRequired
- Date of Issue
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
Action
Search or write
- AccountRequired
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Search or write
- AccountRequired
- Search FieldRequired
- Search ValueRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
Search or write
- AccountRequired
- Search FieldRequired
- Search ValueRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Search or write
- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- 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
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- StatusRequired
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- VendorRequired
- Currency CodeRequired
- Date of Issue
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
Action
Write
- AccountRequired
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
- CustomerRequired
- Create DateRequired
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Write
- AccountRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
Write
- AccountRequired
- AmountRequired
- Amount CodeRequired
- Category NameRequired
- AmountRequired
- NameRequired
- Date
- Note
- Payment Type
- Source
- Visibility State
Action
Write
- AccountRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
- FrequencyRequired
- Is Infinite?Required
Action
Write
- AccountRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Write
- AccountRequired
- Email RecipientsRequired
- Email BodyRequired
- Email SubjectRequired
- EstimateRequired
Action
Write
- AccountRequired
- Bill IDRequired
- Vendor
- Currency Code
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
Action
Write
- AccountRequired
- Create if Client Does Not ExsistRequired
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Mobile Phone
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
- Create if Estimate Does Not ExistRequired
- Customer
- Create Date
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate ID
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
Action
Write
- AccountRequired
- Time Entry IDRequired
- Project
- Started At
- Duration
- Is Logged
- Internal?
- Client ID
- Billed?
- Billable?
- Active?
- Note
Action
Write
- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- AccountRequired
- Credit Note ID
- Client IDRequired
- Credit Type
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Search or write
- AccountRequired
- Search FieldRequired
- Search ValueRequired
- CustomerRequired
- Create DateRequired
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Search or write
- AccountRequired
- Search FieldRequired
- Search ValueRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Search or write
- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write

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How Credit Repair Cloud + FreshBooks + Jotform Integrations Work

Step 1: Authenticate Credit Repair Cloud, FreshBooks, and Jotform.
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 + FreshBooks + Jotform

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 FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

Learn more

Related categories

Accounting

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Other Credit Repair Cloud + Jotform Integrations

Other FreshBooks + Jotform Integrations

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Credit Repair Cloud + FreshBooks + Jotform Integrations

How to connect Credit Repair Cloud + FreshBooks + Jotform

Do even more with Credit Repair Cloud + FreshBooks + Jotform

Status Change

New Client

New Lead

Update Lead

Change Lead

Create Client

Create Lead

New Estimate

New Invoice

New Credit Note

New Project

New Vendor

New Time Entry

Updated Estimate

Updated Project

Add Payment to Invoice

Create Checkout Link

Create Credit Note

Create Expense

Create Invoice PDF

Create Project

Create Time Entry

Delete Checkout Link

Send Invoice

Update Checkout Link

Update Credit Note

Create or Update Invoice

Update Vendor

Find Credit Note

Find Estimate

Find Project

Find or Create Bill

Find or Create Client

Find or Create Invoice

Find or Create Vendor

New Signed Document

Assign Prefilled Form

API Request (Beta)

New Affiliate

New Invoice

Update Client

Change Client

Create Affiliate

Create Invoice

New Client

New Expense

New Bill

New Filtered Invoice

New Staff Member

New Invoice Payment

Updated Bill

Updated Invoice

Updated Vendor

Create Bill

Create Client

Create Estimate

Create Invoice

Create Other Income

Create Recurring Invoice

Create Vendor

Send Estimate

Update Bill

Create or Update Client

Update Estimate

Update Time Entry

Find Bill

Find Client

Find Invoice

Find Vendor

Find or Create Credit Note

Find or Create Estimate

Find or Create Project

New Submission

Assign Form

Create Submission

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About Credit Repair Cloud