Client Dispute Manager + DisputeFox

Create customers in Client Dispute Manager each time new clients are added to DisputeFox

Bridge the gap between DisputeFox and Client Dispute Manager with this efficient workflow. As soon as a new client is added in DisputeFox, a corresponding customer profile is immediately created in Client Dispute Manager, eliminating manual data entry and ensuring consistent information across both platforms. This means you can focus more of your time and energy on resolving disputes rather than managing records.

When this happens...
New Client Added - Legacy
trigger fire after adding new client.
TriggerPolling
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

Affiliate Updated
Trigger fire after updating new affiliate.
Trigger
Instant
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Client Updated
Triggers when client updated.
Trigger
Instant
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Lead Updated
Triggers when lead updated.
Trigger
Instant
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New Affiliate Added
trigger fire after adding new affiliate.
Trigger
Instant
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New Client Added
Triggers when new client added.
Trigger
Instant
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New Lead Added
Triggers when new lead added.
Trigger
Instant
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New Task Added
Triggers when new task added.
Trigger
Instant
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Task Updated
Triggers when existing task updated.
Trigger
Instant
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- 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
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Polling
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Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Polling
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Completed Status
Triggers when we change the status from completed to other status.
Trigger
Polling
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Lead Status
Triggers when we change the status from lead to other status.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Polling
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Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Polling
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Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Polling
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- 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

Affiliate Updated - Legacy
Trigger fire after updating new affiliate.
Trigger
Polling
Try It
Client Updated - Legacy
Trigger fire after updating new client.
Trigger
Polling
Try It
Lead Updated - Legacy
Trigger fire after updating new lead.
Trigger
Polling
Try It
New Affiliate Added - Legacy
trigger fire after adding new affiliate.
Trigger
Polling
Try It
New Client Added - Legacy
trigger fire after adding new client.
Trigger
Polling
Try It
New Lead Added - Legacy
trigger fire after adding new Lead.
Trigger
Polling
Try It
New Task Added - Legacy
Triggers when new task added.
Trigger
Polling
Try It
Task Updated - Legacy
Triggers when existing task updated.
Trigger
Polling
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
Active Status
Triggers when we change the status from active to other status.
Trigger
Polling
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Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Polling
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Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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Pending Status
Triggers when we change the status from pending to other status.
Trigger
Polling
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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
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Update Customer
Triggers when a customer is updated.
Trigger
Polling
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- 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

About Client Dispute Manager

Client Dispute Manager is an online Credit Repair Business Software.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add or update DisputeFox clients when new customers arrive in Client Dispute Manager

Related Zap Templates

Add or update DisputeFox clients when new customers arrive in Client Dispute Manager

Client Dispute Manager + DisputeFox

Create customers in Client Dispute Manager each time new clients are added to DisputeFox

Affiliate Updated

Client Updated

Lead Updated

New Affiliate Added

New Client Added

New Lead Added

New Task Added

Task Updated

Add New Lead

Add New Event

Add / Update Lead

Affiliate Active Status

Archive Lead Status

Completed Status

Lead Status

New Invoice

No Portal Access Status

Prospect Status

Suspended Status

Create Customer

Update Customer

Update Lead

Affiliate Updated - Legacy

Client Updated - Legacy

Lead Updated - Legacy

New Affiliate Added - Legacy

New Client Added - Legacy

New Lead Added - Legacy

New Task Added - Legacy

Task Updated - Legacy

Add New Client

Add / Update Client

Update Client / Lead

Active Status

Cancelled Status

Inactive Status

New Customer

New Lead

Pending Status

Status Change

Update Customer

Create Lead

Create Website Lead

About Client Dispute Manager

Related categories

Similar apps

Zapier Interfaces

About DisputeFox

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates