WhiteLabelCRO and Salesflare
How to connect WhiteLabelCRO
- Via Zapier — 21 operations available. Set it up ↗
What you can automate
- When new Client Created in WhiteLabelCRO, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Status Changed in WhiteLabelCRO, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice Created in WhiteLabelCRO, create opportunity, then find or create contact in Salesflare.
- When invoice Status Changed in WhiteLabelCRO, find or create contact in Salesflare.
- When new Lead Created in WhiteLabelCRO, find or create contact in Salesflare.
About WhiteLabelCRO
WhiteLabelCRO is a credit repair CRM that manages clients, payments, documents, disputes, and workflows for credit repair organizations.
WhiteLabelCRO operations on Zapier
Triggers (10)
Start a workflow when this happens
- Agreement Signed — Triggers when an agreement is signed in your CRM.
- Client Status Changed — Triggers when a client's status changes in your CRM.
- Document Uploaded — Triggers when a document is uploaded in your CRM.
- Invoice Status Changed — Triggers when an invoice's status changes in your CRM.
- New Affiliate Created — Triggers when a new affiliate is created in your CRM.
Show 5 more triggers
- New Client Created — Triggers when a new client is created in your CRM.
- New Invoice Created — Triggers when a new invoice is created in your CRM.
- New Lead Created — Triggers when a new lead is created in your CRM.
- Payment Failed — Triggers when a payment fails in your CRM.
- Payment Succeeded — Triggers when a payment succeeds in your CRM.
Actions (9)
Things Salesflare can make it do
- Add Client Note — Adds a note to an existing client in your CRM.
- Create Affiliate — Creates a new affiliate in your CRM.
- Create Client — Creates a new client in your CRM.
- Create Lead — Creates a new lead in your CRM.
- Update Affiliate — Updates an existing affiliate's information in your CRM.
Show 4 more actions
- Update Client — Updates an existing client's information in your CRM.
- Update Client Status — Updates a client's status in your CRM.
- Update Lead — Updates an existing lead's information in your CRM.
- Update Lead Status — Updates a lead's status in your CRM.
Searches (2)
Look up existing records
- Find Client — Finds a single client by email, phone, client ID, or external ID.
- Find Lead — Finds a lead by email, phone, client ID, or external ID.
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