Create tasks in LeadConnector for new clients added in DisputeFox
Quickly manage tasks as you onboard new clients with this workflow between DisputeFox and LeadConnector. Whenever a new client is added in DisputeFox, a corresponding task is created in LeadConnector without manual effort. This seamless process ensures no added client details fall through the cracks, enhancing your client management efficiency.
Quickly manage tasks as you onboard new clients with this workflow between DisputeFox and LeadConnector. Whenever a new client is added in DisputeFox, a corresponding task is created in LeadConnector without manual effort. This seamless process ensures no added client details fall through the cracks, enhancing your client management efficiency.
- When this happens...New Client Added
Triggers when new client added.
- automatically do this!Add Task
Adds a task to the account.
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