Client Dispute Manager + WhatsApp Notifications

Send WhatsApp Notifications messages when new leads are added in Client Dispute Manager

Stay ahead in your lead management with this efficient workflow. Every time a new lead registers in Client Dispute Manager, a message is promptly sent using WhatsApp Notifications. This enables speedy responses and ensures no potential client slips through. Enhance your engagement efforts and keep up with your thriving business needs seamlessly.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Send Message
Sends a message to a WhatsApp user.
ActionWrite

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Supported triggers and actions

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

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
- TemplateRequired
Action
Write