Plumsail Documents + DisputeFox Integrations

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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Affiliate Updated
Trigger fire after updating new affiliate.
Trigger
Scheduled
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Lead Updated
Trigger fire after updating new lead.
Trigger
Scheduled
Try It
New Client Added
trigger fire after adding new client.
Trigger
Scheduled
Try It
New Task Added
Triggers when new task added.
Trigger
Scheduled
Try It

- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date of Birth
  Keep format like MM/DD/YYYY
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Assigned To
  Provide value eg.1432, For Round Robbin 'Assigned To' provide value 1 only it will auto assign team member to each newly added lead.
- Sales Representative
  Provide value eg.1432, For Round Robbin 'Sales Representative' provide value 1 only it will auto assign team member to each newly added lead.
- Status
- Folder
- Process
- Portal Access
  Provide 1 for ON & 0 for OFF
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
  Provide value eg.1432
- Monitoring Agency
  Please provide monitoring agency Id instead of monitoring agency name as follows 1 for Identity IQ, 6 for Smart Credit, 7 for Privacy Guard ,8 for MyScoreIQ.
- Username
  Monitoring Agency Username
- Password
  Monitoring Agency Password
- Secret Key
  Monitoring Agency Secret Key
- Sticky Note
  Can add note while adding Lead
- Customer Type
  Can save Lead as Client by providing customer type = 2 (leave blank if dont want to send lead as client)
Action
Write
- Event Begins AtRequired
  Keep format like - Mar 05, 2022 05:00PM (google event begins pretty)
- Attendee EmailRequired
  Attendee Email should be like eg. John@disputeprocess.com
- Event Assigned ToRequired
  Provide Assigned To Id eg. 714 ( it should be team member id)
- Event Title / Subject
  Event summary can show as subject
- Description
- Is this Complete?
  Provide input 1 if you want to mark Event complete eg.1
Action
Write

- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
  Keep format like MM/DD/YYYY
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
  eg. 1111111111111111
- Expiration (MM)
  Provide Credit Card Expiration Month eg.12
- Expiration (YYYY)
  Provide Credit Card Expiration Year eg. 2024
- Cvv
- Assigned To
  Provide value eg.1432, For Round Robbin 'Assigned To' provide value 1 only it will auto assign team member to each newly added lead. (avoid round robbin if you are updating lead)
- Sales Representative
  Provide value eg.1432, For Round Robbin 'Sales Representative' provide value 1 only it will auto assign team member to each newly added lead. (avoid round robbin if you are updating lead)
- Status
- Folder
- Process
- Portal Access
  Provide 1 for ON & 0 for OFF
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
  Please provide monitoring agency Id instead of monitoring agency name as follows 1 for Identity IQ, 6 for Smart Credit, 7 for Privacy Guard ,8 for MyScoreIQ.
- Username
  Monitoring Agency Username
- Password
  Monitoring Agency Password
- Secret Key
  Monitoring Agency Secret Key
- Sticky Note
  Can add note while adding / updating Lead
- Customer Type
  Can save Lead as Client by providing customer type = 2 (leave field blank if dont want to send lead as client)
Action
Write

- Process NameRequired
Action
Write
Client Updated
Trigger fire after updating new client.
Trigger
Scheduled
Try It
New Affiliate Added
trigger fire after adding new affiliate.
Trigger
Scheduled
Try It
New Lead Added
trigger fire after adding new Lead.
Trigger
Scheduled
Try It
Task Updated
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
  Keep format like MM/DD/YYYY
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
  eg. 1111111111111111
- Expiration (MM)
  Provide Credit Card Expiration Month eg.12
- Expiration (YYYY)
  Provide Credit Card Expiration Year eg. 2024
- Cvv
- Assigned To
  Provide value eg.1432, For Round Robbin 'Assigned To' provide value 1 only it will auto assign team member to each newly added lead.
- Sales Representative
  Provide value eg.1432, For Round Robbin 'Sales Representative' provide value 1 only it will auto assign team member to each newly added lead.
- Status
- Folder
- Process
- Portal Access
  Provide 1 for ON & 0 for OFF
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
  Provide value eg.1432
- Monitoring Agency
  Please provide monitoring agency Id instead of monitoring agency name as follows 1 for Identity IQ, 6 for Smart Credit, 7 for Privacy Guard ,8 for MyScoreIQ.
- Username
  Monitoring Agency Username
- Password
  Monitoring Agency Password
- Secret Key
  Monitoring Agency Secret Key
- Sticky Note
  Can add note while adding Client
- Customer Type
  Can save Client as Lead by providing customer type = 1 (leave field blank if dont want to send client as lead)
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
  Keep format like MM/DD/YYYY
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
  eg. 1111111111111111
- Expiration (MM)
  Provide Credit Card Expiration Month eg.12
- Expiration (YYYY)
  Provide Credit Card Expiration Year eg. 2024
- Cvv
- Assigned To
  Provide value eg.1432, For Round Robbin 'Assigned To' provide value 1 only it will auto assign team member to each newly added lead. (avoid round robbin if you are updating client)
- Sales Representative
  Provide value eg.1432, For Round Robbin 'Sales Representative' provide value 1 only it will auto assign team member to each newly added lead. (avoid round robbin if you are updating client)
- Status
- Folder
- Process
- Portal Access
  Provide 1 for ON & 0 for OFF
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
  Please provide monitoring agency Id instead of monitoring agency name as follows 1 for Identity IQ, 6 for Smart Credit, 7 for Privacy Guard ,8 for MyScoreIQ.
- Username
  Monitoring Agency Username
- Password
  Monitoring Agency Password
- Secret Key
  Monitoring Agency Secret Key
- Sticky Note
  Can add note while adding / updating Client
- Customer Type
  Can save Client as lead by providing customer type = 1 (leave field blank if dont want to send Client as Lead)
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
  Keep format like MM/DD/YYYY
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
  eg. 1111111111111111
- Expiration (MM)
  Provide Credit Card Expiration Month eg.12
- Expiration (YYYY)
  Provide Credit Card Expiration Year eg. 2024
- Cvv
- Assigned To
  Provide value eg.1432
- Sales Representative
  Provide value eg.1432
- Status
- Folder
- Process
- Portal Access
  Provide 1 for ON & 0 for OFF
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
  Provide value eg.1432
- Monitoring Agency
  Please provide monitoring agency Id instead of monitoring agency name as follows 1 for Identity IQ, 6 for Smart Credit, 7 for Privacy Guard ,8 for MyScoreIQ.
- Username
  Monitoring Agency Username
- Password
  Monitoring Agency Password
- Secret Key
  Monitoring Agency Secret Key
- Sticky Note
  Can add note while updating Client/Lead
- Customer Type
  Provide customer type if you need to convert from Lead to Client or vise versa, for client to lead = 1 and lead to client = 2 (leave field blank if you dont want to change customer type)
Action
Write

How to connect Plumsail Documents + DisputeFox

Step 1: Authenticate Plumsail Documents and DisputeFox.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + DisputeFox

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About DisputeFox

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

Related categories

CRM (Customer Relationship Management)

Get started for free

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Plumsail Documents + DisputeFox Integrations

Connect your apps and automate workflows

Process Finished

Affiliate Updated

Lead Updated

New Client Added

New Task Added

Add New Lead

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

Add New Event

Event Begins AtRequired

Attendee EmailRequired

Event Assigned ToRequired

Event Title / Subject

Description

Is this Complete?

Add / Update Lead