Client Dispute Manager + Credit Repair Cloud

Client Dispute Manager + Credit Repair Cloud integrations

Create new customers in Client Dispute Manager for each new client in Credit Repair Cloud

This workflow initiates when you add a new client in Credit Repair Cloud, culminating in the creation of a customer profile in Client Dispute Manager. It simplifies and streamlines your client management by connecting two key platforms. No more manual copying, just more time focusing on your credit repair services.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create CustomerCreates a customer.
ActionWrite

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More things you can do with Credit Repair Cloud and Client Dispute Manager

Discover other triggers and actions you can use with Credit Repair Cloud and Client Dispute Manager

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
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New Client
Triggered when you add a new client.
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New Lead
Triggered when you add a new lead.
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Update Lead
Triggered when you update a lead.
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

Active Status
Triggers when we change the status from active to other status.
Trigger
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Cancelled Status
Triggers when we change the status from cancelled to other status.
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Inactive Status
Triggers when we change the status from Inactive to other status.
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Polling
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New Customer
Triggers when a new customer is created.
Trigger
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New Lead
Triggers when a new lead is created.
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Pending Status
Triggers when we change the status from pending to other status.
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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.
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Update Customer
Triggers when a customer is updated.
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- Email Address
  Required
- First Name
  Required
- 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 Name
  Required
- Last Name
- Email Address
  Required
- 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

New Affiliate
Triggers when a new affiliate is created.
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New Invoice
Triggered when you add a new invoice.
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Update Client
Triggered when you update a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Phone
  Required
- Gender
  Required
- PortalAccess
  Required
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Total Amount
  Required
- Due Date
  Required
- Reference Number
  Required
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
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Archive Lead Status
Triggers when we change the status from archive lead to other status.
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Polling
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Completed Status
Triggers when we change the status from completed to other status.
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Polling
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Lead Status
Triggers when we change the status from lead to other status.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
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Polling
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No Portal Access Status
Triggers when we change the status from no portal access to other status.
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Polling
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Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Polling
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Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Polling
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- First Name
  Required
- Middle Name
- Last Name
- Email Address
  Required
- 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 Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Date Of Birth
  Required
- Street Address
  Required
- Zip Code
  Required
- City
  Required
- State
  Required
- Phone Mobile
- Phone Home
- Phone Work
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Date Of Birth
  Required
- Street Address
  Required
- Zip Code
  Required
- City
  Required
- State
  Required
- Phone Mobile
- Phone Home
- Phone Work
Action
Write

About Client Dispute Manager

Client Dispute Manager is an online Credit Repair Business Software.

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CRM (Customer Relationship Management)

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About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

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