Client Dispute Manager + kvCORE Integrations
How to connect Client Dispute Manager + kvCORE
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Affiliate Active StatusTriggers when we change affiliates from any status to active status.Trigger- Active StatusTriggers when we change the status from active to other status.Trigger
- Archive Lead StatusTriggers when we change the status from archive lead to other status.Trigger
- Cancelled StatusTriggers when we change the status from cancelled to other status.Trigger
- Completed StatusTriggers when we change the status from completed to other status.Trigger
- Inactive StatusTriggers when we change the status from Inactive to other status.Trigger
- Lead StatusTriggers when we change the status from lead to other status.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- Client Dispute Manager
Triggers when a new invoice is created.
Scheduled
Trigger
- Client Dispute Manager
Triggers when a new lead is created.
Scheduled
Trigger
- Client Dispute Manager
Triggers when we change the status from no portal access to other status.
Scheduled
Trigger
- Client Dispute Manager
Triggers when we change the status from pending to other status.
Scheduled
Trigger
- Client Dispute Manager
Triggers when we change the status from prospect to other status.
Scheduled
Trigger
- Client Dispute Manager
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.
Scheduled
Trigger
- Client Dispute Manager
Triggers when we change the status from suspended to other status.
Scheduled
Trigger
- Client Dispute Manager
Triggers when a customer is updated.
Scheduled
Trigger
- Client Dispute Manager
Creates a customer.
Scheduled
Action
- Client Dispute Manager
Creates a new lead.
Scheduled
Action
- Client Dispute Manager
Updates a Customer
Scheduled
Action
- Client Dispute Manager
Creates a new web lead.
Scheduled
Action
- kvCORE
Triggers when a campaign action runs for a specific Zap ID.
Instant
Trigger
- kvCORE
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Instant
Trigger
- kvCORE
Creates a new contact within an account, optionally assigned to an agent.
Scheduled
Action
- kvCORE
Updates a new contact within an account.
Scheduled
Action
How Client Dispute Manager + kvCORE Integrations Work
- Step 1: Authenticate Client Dispute Manager and kvCORE.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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