Client Dispute Manager + VideoAsk

Create leads in Client Dispute Manager from new VideoAsk responses

Easily track and manage new leads from video responses with this seamless workflow. When a new response is received in the VideoAsk app, it immediately creates a lead in the Client Dispute Manager app. Stay organized and efficiently handle potential clients without the need for manual entry or oversight.

When this happens...
New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- Organization
- VideoaskRequired
Trigger
Instant
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- Organization
- VideoaskRequired
Trigger
Instant
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- Organization IdRequired
- Name
- EmailRequired
- Phone Number
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

- Organization
- VideoaskRequired
Trigger
Instant
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- VideoaskRequired
- Name
- EmailRequired
- Phone Number
- Product Name
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
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