Credit Repair Cloud + Referral Rock

Update Referral Rock referrals when new leads are added in Credit Repair Cloud

Effortlessly keep track of your referral process with this automation. When a new lead is added in Credit Repair Cloud, this workflow will update the referral in Referral Rock, ensuring a seamless connection between your lead generation and referral management. Save time and maintain accuracy as your referral network grows.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Update Referral
Update a referral.
ActionWrite

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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
Try It
New Lead
Triggered when you add a new lead.
Trigger
Instant
Try It
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

New Referral
Triggers when a new referral is created.
Trigger
Instant
Try It
Updated Member
Triggers when a member is updated.
Trigger
Instant
Try It
- ProgramRequired
- First NameRequired
- EmailRequired
- Last Name
- Address Line
- Address Line 2
- Referral Code
- Phone Number
- Date of Birth
- City
- Country Subdivision
- Country
- Postal Code
- Password
- External Id
- Disabled Flag
- Custom Override URL
- Custom Option 1 Name
- Custom Option 1 Value
- Custom Text 1 Name
- Custom Text 1 Value
- Custom Text 2 Name
- Custom Text 2 Value
- Send Registration Email
- Payout Type
- Payout Use Default Values
- Payout Email
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Referral CodeRequired
- Amount
- Company Name
- Phone Number
- Note
- Public Note
- External Id
- Preferred Form of Contact
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Write
- ReferralRequired
- Program
- Amount
- Status
- First Name
- Last Name
- Phone Number
- Email
- Company Name
- Public Note
- Note
- Preferred Contant
- External Identifier
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Write
- Query
Action
Search
- Email
- Referral Id
- External Id
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
New Member
Triggers when a new member signs up.
Trigger
Instant
Try It
New Reward
Triggers when a new reward is created.
Trigger
Instant
Try It
Updated Referral
Triggers when a referral is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Contact TypeRequired
Action
Write
- Amount
- Referral Query
- Program Query
- Name
- External Identifier
Action
Write
- EmailRequired
Action
Write
- Program NameRequired
Action
Search
- EmailRequired
- Referral Id
- External Id
- First NameRequired
- Last Name
- Referral CodeRequired
- Amount
- Company Name
- Phone Number
- Note
- Public Note
- External Id
- Preferred Form of Contact
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Search or write