Client Dispute Manager + monday.com

Create customers in Client Dispute Manager from new items in monday.com boards

Effortlessly manage your customer data with this seamless workflow between monday.com and Client Dispute Manager. When a new item is added to a board in monday.com, it will create a customer in your Client Dispute Manager app. This integration helps you stay organized, maintain up-to-date records, and ultimately improve your customer relationship management process.

When this happens...
New Item in Board
Triggers when an item is created in a specific board.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Scheduled
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- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board IDRequired
- Group IDRequired
Action
Write

- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
Action
Write

- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search
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
Try It
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

- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search
Active Status
Triggers when we change the status from active to other status.
Trigger
Scheduled
Try It
Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Scheduled
Try It
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)

Similar apps

Zapier Interfaces

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

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn more Help

Related categories

Project Management

Similar apps

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Project Management

Asana

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PRODUCTS

CAPABILITIES

By team

Client Dispute Manager + monday.com

Create customers in Client Dispute Manager from new items in monday.com boards

Any Column Value Changed in Board

New Board

Specific Column Value Changed in Board

Board IDRequired

Column IDRequired

New User

Archive Group

Board IDRequired

Group IDRequired

Update Item Name

Board IDRequired

Item IDRequired

New Item Name ValueRequired

Create Board

Board NameRequired

Board KindRequired

Template Id

Create Group

Board IDRequired

Group NameRequired

Create Subitem

Board IDRequired

Item NameRequired

Subitem NameRequired

Delete Group

Board IDRequired

Group IDRequired

Group Position

Board IDRequired

Group IDRequired

New Group Title

Should add group to top?

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Board Values

Board IDRequired

Get File Column Values

Board IDRequired

Item IDRequired

ColumnRequired

Get Subitem Values

Board IDRequired

Item IDRequired

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