Client Dispute Manager + Ontraport

Create leads in Client Dispute Manager when new contacts are added in Ontraport

Effortlessly manage your leads and simplify your workflow with this Ontraport and Client Dispute Manager integration. When you add a new contact in Ontraport, this automation will create a lead in Client Dispute Manager, ensuring a seamless and efficient lead management process. Improve your lead conversion rates and save time with this powerful automation.

When this happens...
New Contact
Triggers when a new contact is added to Ontraport.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
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- Product IdRequired
Trigger
Instant
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- Product IdRequired
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tag
Action
Write
- SearchRequired
Action
Search

Active Status
Triggers when we change the status from active to other status.
Trigger
Polling
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Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Polling
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Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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Pending Status
Triggers when we change the status from pending to other status.
Trigger
Polling
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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
Polling
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Update Customer
Triggers when a customer is updated.
Trigger
Polling
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- Email AddressRequired
- First NameRequired
- Middle Name
- Last Name
- Mobile Phone
- Zip Code
- Street Address
- Questions Answers
- Date Of Birth
- SSN
- Phone Home
- Phone Work
- Notes
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring ReportProvider
- Credit Monitoring Notes
Action
Write
- First NameRequired
- Last Name
- Email AddressRequired
- Notes
- How Did You Hear About Us
- Mobile Phone
- Date Of Birth
- SSN
- Phone Home
- Phone Work
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring Report Provider
- Credit Monitoring Notes
Action
Write

- FormRequired
Trigger
Instant
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- TagRequired
- Object TypeRequired
Trigger
Instant
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- TagRequired
- Object TypeRequired
Trigger
Instant
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- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Polling
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Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Polling
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Completed Status
Triggers when we change the status from completed to other status.
Trigger
Polling
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Lead Status
Triggers when we change the status from lead to other status.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Polling
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Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Polling
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Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Polling
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- First NameRequired
- Middle Name
- Last Name
- Email AddressRequired
- Mobile Phone
- Zip Code
- Street Address
- City
- State
- SSN
- Date Of Birth
- Phone Home
- Phone Work
- Notes
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring Report provider
- Credit Monitoring Notes
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