← Credit Repair Cloud

Create Client with Credit Repair Cloud API

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Create Client with the Credit Repair Cloud API
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Getting Started

Create a workflow to Create Client with the Credit Repair Cloud API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Client action
    1. Connect your Credit Repair Cloud account
    2. Select a Type
    3. Configure First Name
    4. Configure Last Name
    5. Optional- Configure Middle Name
    6. Optional- Configure Suffix
    7. Optional- Configure Email
    8. Optional- Configure Home Phone
    9. Optional- Configure Work Phone
    10. Optional- Configure Mobile Phone
    11. Optional- Configure Street Address
    12. Optional- Configure City
    13. Optional- Configure State
    14. Optional- Configure Post Code
    15. Optional- Configure SSN
    16. Optional- Configure Birth Date
    17. Optional- Configure Memo
    18. Optional- Configure Previous Mailing Address
    19. Optional- Configure Previous City
    20. Optional- Configure Previous State
    21. Optional- Configure Previous Zip
    22. Optional- Configure Client Assigned To
    23. Optional- Select a Client Portal Access
    24. Optional- Configure Client User ID
    25. Optional- Configure Client Agreement
    26. Optional- Select a Send Setup Password Info Via Email
    27. Optional- Configure Referred By First Name
    28. Optional- Configure Referred By Last Name
    29. Optional- Configure Referred By Email
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Client with Credit Repair Cloud API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Credit Repair Cloud
 
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Create Client with Credit Repair Cloud API on New Submission from Typeform API
Typeform + Credit Repair Cloud
 
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Create Client with Credit Repair Cloud API on Custom Events from Zoom API
Zoom + Credit Repair Cloud
 
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Create Client with Credit Repair Cloud API on New Submission (Instant) from Jotform API
Jotform + Credit Repair Cloud
 
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Create Client with Credit Repair Cloud API on New Scheduled Tasks from Pipedream API
Pipedream + Credit Repair Cloud
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Client on Credit Repair Cloud
Description:Create Client [See the documentation](https://app.creditrepaircloud.com/webapi/examples).
Version:0.0.1
Key:credit_repair_cloud-create-client

Code

import {
  checkForSuccess,
  convertToJSON,
  convertToXML,
  getResult,
} from "../../common/xml.mjs";
import app from "../../credit_repair_cloud.app.mjs";

export default {
  name: "Create Client",
  description: "Create Client [See the documentation](https://app.creditrepaircloud.com/webapi/examples).",
  key: "credit_repair_cloud-create-client",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    type: {
      propDefinition: [
        app,
        "type",
      ],
    },
    firstname: {
      propDefinition: [
        app,
        "firstname",
      ],
    },
    lastname: {
      propDefinition: [
        app,
        "lastname",
      ],
    },
    middlename: {
      propDefinition: [
        app,
        "middlename",
      ],
    },
    suffix: {
      propDefinition: [
        app,
        "suffix",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone_home: {
      propDefinition: [
        app,
        "phone_home",
      ],
    },
    phone_work: {
      propDefinition: [
        app,
        "phone_work",
      ],
    },
    phone_mobile: {
      propDefinition: [
        app,
        "phone_mobile",
      ],
    },
    street_address: {
      propDefinition: [
        app,
        "street_address",
      ],
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
    },
    post_code: {
      propDefinition: [
        app,
        "post_code",
      ],
    },
    ssno: {
      propDefinition: [
        app,
        "ssno",
      ],
    },
    birth_date: {
      propDefinition: [
        app,
        "birth_date",
      ],
    },
    memo: {
      propDefinition: [
        app,
        "memo",
      ],
    },
    previous_mailing_address: {
      propDefinition: [
        app,
        "previous_mailing_address",
      ],
    },
    previous_city: {
      propDefinition: [
        app,
        "previous_city",
      ],
    },
    previous_state: {
      propDefinition: [
        app,
        "previous_state",
      ],
    },
    previous_zip: {
      propDefinition: [
        app,
        "previous_zip",
      ],
    },
    client_assigned_to: {
      propDefinition: [
        app,
        "client_assigned_to",
      ],
    },
    client_portal_access: {
      propDefinition: [
        app,
        "client_portal_access",
      ],
    },
    client_userid: {
      propDefinition: [
        app,
        "client_userid",
      ],
    },
    client_agreement: {
      propDefinition: [
        app,
        "client_agreement",
      ],
    },
    send_setup_password_info_via_email: {
      propDefinition: [
        app,
        "send_setup_password_info_via_email",
      ],
    },
    referred_by_firstname: {
      propDefinition: [
        app,
        "referred_by_firstname",
      ],
    },
    referred_by_lastname: {
      propDefinition: [
        app,
        "referred_by_lastname",
      ],
    },
    referred_by_email: {
      propDefinition: [
        app,
        "referred_by_email",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;
    const xml = convertToXML({
      lead: {
        ...data,
      },
    });
    const resRaw = await app.createClient(xml);
    const resJson = await convertToJSON(resRaw);
    checkForSuccess(resJson);

    const res = getResult(resJson);
    $.export("summary", `Client created successfully with id "${res.id}".`);
    return res;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Credit Repair CloudappappThis component uses the Credit Repair Cloud app.
TypetypestringSelect a value from the drop down menu:ClientLeadLead/InactiveInactiveSuspended
First Namefirstnamestring

First name should be in string format.

Last Namelastnamestring

Last name should be in string format.

Middle Namemiddlenamestring

Middle name should be in string format.

Suffixsuffixstring

Suffix should be in string format.

Emailemailstring

Email should be in email format.

Home Phonephone_homeinteger

Home Phone should be in 10 digit number format.

Work Phonephone_workinteger

Work Phone should be in 10 digit number format.

Mobile Phonephone_mobilestring

Mobile Phone format should be in (999) 999-9999.

Street Addressstreet_addressstring

Street Address should be in string format.

Citycitystring

City should be in string format.

Statestatestring

State should be in abbreviations format.

Post Codepost_codeinteger

Post code should be in number format.

SSNssnointeger

Social Security no.should be in 4 digit number format.

Birth Datebirth_datestring

Birth date should be in in mm/dd/yyyy format.

Memomemostring

Memo should be in string format.

Previous Mailing Addressprevious_mailing_addressstring

Previous mailing address should be in string format. Previous mailing address (only if at current mailing address for less than 2 years)

Previous Cityprevious_citystring

Previous City should be in string format.

Previous Stateprevious_statestring

Previous State should be in abbreviations format.

Previous Zipprevious_zipinteger

Previous zip should be in number format.

Client Assigned Toclient_assigned_tostring

Name of team members with comma separator for assing team members to client. Note: Pls login and go to https://app.creditrepaircloud.com/mycompany/team and Copy team member name in xml

Client Portal Accessclient_portal_accessstringSelect a value from the drop down menu:OnOff
Client User IDclient_useridstring

Userid same as email Note: Only accepted if client_portal_access is on

Client Agreementclient_agreementstring

Agreement name should be in alphanumeric string. Note: Pls login and go to https://app.creditrepaircloud.com/mycompany/agreement and Copy agreement name in xml. Note: Only accepted if client_portal_access is on

Send Setup Password Info Via Emailsend_setup_password_info_via_emailstringSelect a value from the drop down menu:YesNo
Referred By First Namereferred_by_firstnamestring

Referred by first name should be in string format.

Referred By Last Namereferred_by_lastnamestring

Referred by last name should be in string format.

Referred By Emailreferred_by_emailstring

Email should be in email format.

Authentication

Credit Repair Cloud uses API keys for authentication. When you connect your Credit Repair Cloud account, Pipedream securely stores the keys so you can easily authenticate to Credit Repair Cloud APIs in both code and no-code steps.

To retrieve your API Key & Secret,

  • Navigate to your Credit Repair Cloud account and sign in
  • Go to “My Company” > “API & Automations” > “API Credentials”

About Credit Repair Cloud

The industry leader in Credit Repair software. A remote-first company dedicated to empowerment & entrepreneurship.

More Ways to Use Credit Repair Cloud

Actions

Delete Client with the Credit Repair Cloud API

Delete Client See the documentation.

 
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Get Client with the Credit Repair Cloud API
 
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Update Client with the Credit Repair Cloud API

Update Client See the documentation.

 
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