17hats + Client Dispute Manager

Create customers in Client Dispute Manager from updated contacts in 17hats

Maintain up-to-date customer information in Client Dispute Manager when you make changes to a contact in 17hats. This workflow ensures that every time you update a contact in 17hats, it reflects in the matching customer profile in Client Dispute Manager, keeping your records accurate and organized. Say goodbye to manual data entry and enjoy a seamless customer database across both platforms.

When this happens...
Updated Contact
Triggers when an already existing contact is updated.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Company Name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
Action
Write
- NameRequired
- Company Name
- Email
- Phone Number
Action
Search
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Polling
Try It
Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Polling
Try It

Completed Status
Triggers when we change the status from completed to other status.
Trigger
Polling
Try It
Lead Status
Triggers when we change the status from lead to other status.
Trigger
Polling
Try It

New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Polling
Try It
Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Polling
Try It
Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Polling
Try It
- First NameRequired
- Middle Name
- Last Name
- Email AddressRequired
- Mobile Phone
- Zip Code
- Street Address
- City
- State
- SSN
- Date Of Birth
- Phone Home
- Phone Work
- Notes
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring Report provider
- Credit Monitoring Notes
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
Try It
- ContactRequired
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Company Name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
Action
Write
- NameRequired
- Company Name
- Email
- Phone Number
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
Action
Search or write
Active Status
Triggers when we change the status from active to other status.
Trigger
Polling
Try It
Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Polling
Try It
Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
Pending Status
Triggers when we change the status from pending to other status.
Trigger
Polling
Try It
Status Change
This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.
Trigger
Polling
Try It
Update Customer
Triggers when a customer is updated.
Trigger
Polling
Try It
- Email AddressRequired
- First NameRequired
- Middle Name
- Last Name
- Mobile Phone
- Zip Code
- Street Address
- Questions Answers
- Date Of Birth
- SSN
- Phone Home
- Phone Work
- Notes
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring ReportProvider
- Credit Monitoring Notes
Action
Write
- First NameRequired
- Last Name
- Email AddressRequired
- Notes
- How Did You Hear About Us
- Mobile Phone
- Date Of Birth
- SSN
- Phone Home
- Phone Work
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring Report Provider
- Credit Monitoring Notes
Action
Write