DisputeFox + monday.com

Create new items in monday.com when new clients are added in DisputeFox

Manage your client onboarding efficiently with this workflow. It activates when a new client is added in the DisputeFox app and instantly creates a corresponding item in your monday.com board. This way, you'll maintain seamless organization and ensure that no client slips through the cracks. Enhance your overall client management process without any extra manual effort.

When this happens...
New Client Added
Triggers when new client added.
TriggerInstant
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

What does this mean?

Affiliate Updated
Trigger fire after updating new affiliate.
Trigger
Instant
Try It
Client Updated
Triggers when client updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead updated.
Trigger
Instant
Try It
New Affiliate Added
trigger fire after adding new affiliate.
Trigger
Instant
Try It
New Client Added
Triggers when new client added.
Trigger
Instant
Try It

New Lead Added
Triggers when new lead added.
Trigger
Instant
Try It
New Task Added
Triggers when new task added.
Trigger
Instant
Try It

Task Updated
Triggers when existing task updated.
Trigger
Instant
Try It
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- Event Begins AtRequired
- Attendee EmailRequired
- Event Assigned ToRequired
- Event Title / Subject
- Description
- Is this Complete?
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It
- 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 Updated - Legacy
Trigger fire after updating new affiliate.
Trigger
Scheduled
Try It
Client Updated - Legacy
Trigger fire after updating new client.
Trigger
Scheduled
Try It
Lead Updated - Legacy
Trigger fire after updating new lead.
Trigger
Scheduled
Try It
New Affiliate Added - Legacy
trigger fire after adding new affiliate.
Trigger
Scheduled
Try It
New Client Added - Legacy
trigger fire after adding new client.
Trigger
Scheduled
Try It
New Lead Added - Legacy
trigger fire after adding new Lead.
Trigger
Scheduled
Try It
New Task Added - Legacy
Triggers when new task added.
Trigger
Scheduled
Try It
Task Updated - Legacy
Triggers when existing task updated.
Trigger
Scheduled
Try It
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
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

About DisputeFox

DisputeFox was designed from the ground up to be the World's Most Advanced All-in-One Credit Dispute Software.

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

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PRODUCTS

CAPABILITIES

By team

DisputeFox + monday.com

Create new items in monday.com when new clients are added in DisputeFox

Affiliate Updated

Client Updated

Lead Updated

New Affiliate Added

New Client Added

New Lead Added

New Task Added

Task Updated

Add New Lead

Middle Name

Last NameRequired

Email AddressRequired

Cell Phone

Home Phone

Social Security Number

Date of Birth

Current Address

Current City

Current State

Current Zipcode

Previous Address

Previous City

Previous State

Previous Zipcode

Assigned To

Sales Representative

Status

Folder

Process

Portal Access

Setup Amount

Monthly Amount

Processing Issue

Affiliate / Referral

Monitoring Agency

Username

Password

Secret Key

Sticky Note

Customer Type

Add New Event

Event Begins AtRequired

Attendee EmailRequired

Event Assigned ToRequired

Event Title / Subject

Description

Is this Complete?

Add / Update Lead

First NameRequired