Client Dispute Manager + TidyCal

Create leads in Client Dispute Manager from new bookings in TidyCal

Streamline your customer acquisition process with this intuitive workflow. When a new booking is made in TidyCal, a lead is instantly created in Client Dispute Manager, saving you time in lead generation and data entry. This automation ensures a seamless transition from booking to client management, making your processes more efficient.

When this happens...
New Booking
Triggers when a booking is created.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
Try It
Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
Try It
New Contact
Triggers when a contact is added.
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Polling
Try It

Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Polling
Try It
Completed Status
Triggers when we change the status from completed to other status.
Trigger
Polling
Try It

Lead Status
Triggers when we change the status from lead to other status.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Polling
Try It
Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Polling
Try It
Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Polling
Try It
- First NameRequired
- Middle Name
- Last Name
- Email AddressRequired
- Mobile Phone
- Zip Code
- Street Address
- City
- State
- SSN
- Date Of Birth
- Phone Home
- Phone Work
- Notes
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring Report provider
- Credit Monitoring Notes
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write

New Booking
Triggers when a booking is created.
Trigger
Polling
Try It
New Booking Type
Lists the booking types.
Trigger
Polling
Try It
New Team
Lists the teams.
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
Active Status
Triggers when we change the status from active to other status.
Trigger
Polling
Try It
Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Polling
Try It
Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
Pending Status
Triggers when we change the status from pending to other status.
Trigger
Polling
Try It
Status Change
This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.
Trigger
Polling
Try It
Update Customer
Triggers when a customer is updated.
Trigger
Polling
Try It
- Email AddressRequired
- First NameRequired
- Middle Name
- Last Name
- Mobile Phone
- Zip Code
- Street Address
- Questions Answers
- Date Of Birth
- SSN
- Phone Home
- Phone Work
- Notes
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring ReportProvider
- Credit Monitoring Notes
Action
Write
- First NameRequired
- Last Name
- Email AddressRequired
- Notes
- How Did You Hear About Us
- Mobile Phone
- Date Of Birth
- SSN
- Phone Home
- Phone Work
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring Report Provider
- Credit Monitoring Notes
Action
Write