ClickUp + FanBasis

Manage charge disputes in FanBasis by creating tasks in ClickUp

Stay on top of your tasks when disputes occur in your FanBasis account. With this workflow, whenever a charge dispute arises in FanBasis, a corresponding task is instantly created in your ClickUp account. This helps streamline your customer service management by saving time and reducing manual entry. Handle disputes efficiently and ensure no issue falls through the cracks.

When this happens...
Charge Disputed
Triggers when any transaction is disputed by the customer.
TriggerInstant
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Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

Charge Disputed
Triggers when any transaction is disputed by the customer.
Trigger
Instant
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Dispute Won
Triggers when a dispute is marked won.
Trigger
Instant
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Failed Payments
Triggers when any payment fails on FanBasis.
Trigger
Instant
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Manual Transactions
Triggers when any manual transactions is done
Trigger
Instant
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Referral Commission
Triggers when a referral commission is added to wallet.
Trigger
Instant
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Subscription Cancelled
Triggers when any subscription is cancelled.
Trigger
Instant
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Subscription Renewal
Triggers when any subscription is auto-renewed.
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
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Instant
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- WorkspaceRequired
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Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search

Dispute Lost
Triggers when a disputed is marked lost.
Trigger
Instant
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Qualify Leads
Triggers when a Lead is Qualified.
Trigger
Instant
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Joined Discord
Triggers when a user joins discord server.
Trigger
Instant
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New Sale
Triggers when any new or recurring sale occurs in FanBasis.
Trigger
Instant
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Refund Issued
Triggers when any refund issued on FanBasis.
Trigger
Instant
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Subscription Extended
Triggers when any subscription is extended.
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About FanBasis

FanBasis is a marketplace for digital products & services, enabling creators & businesses to connect, scale, and create with trusted fans and clients worldwide.

Learn more

Related categories

Sales & CRM

Related Zap Templates

Send chat messages to ClickUp channel when new disputes are won in FanBasis

Notify on ClickUp by sending chat messages to channel when disputes are lost in FanBasis

Handle failed FanBasis payments by creating tasks in ClickUp

ClickUp + FanBasis

Manage charge disputes in FanBasis by creating tasks in ClickUp

Charge Disputed

Dispute Won

Failed Payments

Manual Transactions

Referral Commission

Subscription Cancelled

Subscription Renewal

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

Dispute Lost

Qualify Leads

Joined Discord

New Sale

Refund Issued

Subscription Extended

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

About ClickUp

Related categories

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About FanBasis

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Related Zap Templates

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