Client Dispute Manager + Gravity Forms

Add new Gravity Forms submissions to Client Dispute Manager as customers

Effortlessly manage new form submissions from Gravity Forms by creating customers in Client Dispute Manager with this seamless workflow. Upon receiving a form submission, the automation will instantly add the new contact to your Client Dispute Manager, keeping your customer database updated and organized. This efficient process ultimately saves you valuable time and ensures no details are missed.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write
Active Status
Triggers when we change the status from active to other status.
Trigger
Scheduled
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Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Scheduled
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Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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Pending Status
Triggers when we change the status from pending to other status.
Trigger
Scheduled
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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.
Trigger
Scheduled
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Update Customer
Triggers when a customer is updated.
Trigger
Scheduled
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- 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
Action
Write
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Scheduled
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Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Scheduled
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Completed Status
Triggers when we change the status from completed to other status.
Trigger
Scheduled
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Lead Status
Triggers when we change the status from lead to other status.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Scheduled
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Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Scheduled
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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 Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more Help

Related categories

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Forms & Surveys

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PRODUCTS

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By team

Client Dispute Manager + Gravity Forms

Add new Gravity Forms submissions to Client Dispute Manager as customers

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

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

Create 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

Phone Home

Phone Work

About Client Dispute Manager

Related categories

Similar apps