Client Dispute Manager + Highrise Integrations
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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.
Creates a new web lead.
Triggers when a new customer is created.
Creates a new lead.
Triggers when a customer is updated.
Creates a customer.
Triggers when a new lead is created.
Creates a new contact, or, if a contact exists, we will update it.
Triggers when a new contact is added to Highrise.
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
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