Manage new Stan customers by adding them as clients in DisputeFox
When a new customer joins through the Stan app, this workflow will ensure that they are immediately added as a new client in the DisputeFox app. Save time in manual entry and reduce errors, as customer information is seamlessly migrated between your systems. This efficient workflow keeps your client list up-to-date, enabling quick dispute resolution.
When a new customer joins through the Stan app, this workflow will ensure that they are immediately added as a new client in the DisputeFox app. Save time in manual entry and reduce errors, as customer information is seamlessly migrated between your systems. This efficient workflow keeps your client list up-to-date, enabling quick dispute resolution.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Add New Client
Add new client directly.
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