Client Dispute Manager + Google Sheets
Create spreadsheet rows in Google Sheets for new customers in Client Dispute Manager
Stay organized and efficient with this workflow between Client Dispute Manager and Google Sheets. When a new customer is added within your Client Dispute Manager system, a new row is promptly added to a chosen Google Sheets spreadsheet. This enables quick, effortless data updating and helps keep your customer information centralized and easily accessible.
Stay organized and efficient with this workflow between Client Dispute Manager and Google Sheets. When a new customer is added within your Client Dispute Manager system, a new row is promptly added to a chosen Google Sheets spreadsheet. This enables quick, effortless data updating and helps keep your customer information centralized and easily accessible.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
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Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
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