Client Dispute Manager + Jotform

Create customers in Client Dispute Manager from new submissions in Jotform

Streamline your client management process with this efficient workflow. Whenever a new submission comes in through Jotform, it will instantly trigger a profile creation in your Client Dispute Manager. This means no more manual data entry, saving you time and ensuring accuracy. Enhance productivity and manage your disputes effectively with this automated solution.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a 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
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- 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

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- 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
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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

About Client Dispute Manager

Client Dispute Manager is an online Credit Repair Business Software.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

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PRODUCTS

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By team

Client Dispute Manager + Jotform

Create customers in Client Dispute Manager from new submissions in Jotform

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a 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

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

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