Create new Dispute Panda clients when companies are added in Copper
Save time and streamline your workflow by automatically adding new clients to Dispute Panda whenever you create a new company in Copper. This integration ensures your client information remains up-to-date, allowing you to focus on providing excellent service instead of updating records manually. Stay organized and maintain consistent data across platforms with this easy-to-use automation.
Save time and streamline your workflow by automatically adding new clients to Dispute Panda whenever you create a new company in Copper. This integration ensures your client information remains up-to-date, allowing you to focus on providing excellent service instead of updating records manually. Stay organized and maintain consistent data across platforms with this easy-to-use automation.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Add a Client
Creates a client under your account on Dispute Panda.
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