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.
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.
- automatically do this!Create Customer
Creates a customer.
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New Contact
Triggers when a new contact is created.
Try ItIs 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
NameRequired
Company Name
Email
Phone Number
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
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
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
Active Status
Triggers when we change the status from active to other status.
Try It
