Client Dispute Manager + Formidable Forms

Create leads in Client Dispute Manager for new entries in Formidable Forms

Effortlessly manage new leads from your Formidable Forms with this seamless integration. When a new entry is added in Formidable Forms, this workflow will create a lead in Client Dispute Manager, saving you time and ensuring a quick follow-up on potential clients. Improve and streamline your lead management process with this easy-to-use automation.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Active Status
Triggers when we change the status from active to other status.
Trigger
Scheduled
Try It
Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Scheduled
Try It
Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Scheduled
Try It

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It

Pending Status
Triggers when we change the status from pending to other status.
Trigger
Scheduled
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
Scheduled
Try It
Update Customer
Triggers when a customer is updated.
Trigger
Scheduled
Try It
- Email AddressRequired
- First NameRequired
- Middle Name
- Last Name
- Mobile Phone
- Zip Code
- Street Address
- Questions Answers
Action
Write
- First NameRequired
- Last Name
- Email AddressRequired
- Notes
- How Did You Hear About Us
- Mobile Phone
Action
Write

- FormRequired
Trigger
Instant
Try It
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Scheduled
Try It
Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Scheduled
Try It
Completed Status
Triggers when we change the status from completed to other status.
Trigger
Scheduled
Try It
Lead Status
Triggers when we change the status from lead to other status.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Scheduled
Try It
Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Scheduled
Try It
Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Scheduled
Try It
- First NameRequired
- Middle Name
- Last Name
- Email AddressRequired
- Mobile Phone
- Zip Code
- Street Address
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

About Client Dispute Manager

Client Dispute Manager is an online Credit Repair Business Software.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Learn more Help

Related categories

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

PRODUCTS

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Client Dispute Manager + Formidable Forms

Create leads in Client Dispute Manager for new entries in Formidable Forms

Delete Entry

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Active Status

Cancelled Status

Inactive Status

New Customer

New Lead

Pending Status

Status Change

Update Customer

Create Lead

Email AddressRequired

First NameRequired

Middle Name

Last Name

Mobile Phone

Zip Code

Street Address

Questions Answers

Create Website Lead

First NameRequired

Last Name

Email AddressRequired

Notes

How Did You Hear About Us

Mobile Phone

New Entry

FormRequired

Affiliate Active Status

Archive Lead Status

Completed Status

Lead Status

New Invoice

No Portal Access Status

Prospect Status

Suspended Status

Create Customer

First NameRequired

Middle Name

Last Name

Email AddressRequired

Mobile Phone

Zip Code

Street Address

Update Customer

First NameRequired

Middle Name

Last NameRequired

Email AddressRequired

Date Of BirthRequired

Street AddressRequired

Zip CodeRequired

CityRequired

StateRequired

Phone Mobile

Phone Home

Phone Work

Update Lead

First NameRequired

Middle Name

Last NameRequired

Email AddressRequired

Date Of BirthRequired

Street AddressRequired

Zip CodeRequired

CityRequired

StateRequired

Phone Mobile