Dispute Panda + Outseta

Create new clients in Dispute Panda when accounts are added in Outseta

This workflow automatically aids in the organization of your business's client data the moment you add a new account in Outseta. It instantly creates a new client in Dispute Panda, streamlining your client onboarding process. This seamless automation ensures your client data in Dispute Panda is always up-to-date with your Outseta accounts, saving valuable time and minimizing errors.

When this happens...
Account Added
Triggers when a new account is created
TriggerInstant
automatically do this!
Add a Client
Creates a client under your account on Dispute Panda.
ActionWrite

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Supported triggers and actions

Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
Try It
Person Deleted
Triggers when a person is deleted
Trigger
Instant
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Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
Try It
Person Added
Triggers when a new person is created
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It

- NameRequired
- Account StageRequired
- Client Identifier
- EmailRequired
- First Name
- Last Name
- Is PrimaryRequired
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation EmailRequired
- Quantity
Action
Write
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write

- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Contact EmailRequired
Action
Search
- Contact EmailRequired
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Search or write
- First NameRequired
- Last NameRequired
- EmailRequired
- Date Of BirthRequired
- SSNRequired
- Phone NumberRequired
- AddressRequired
- CityRequired
- StateRequired
- ZIP CodeRequired
- CountryRequired
Action
Write

Account Deleted
Triggers when an account is deleted
Trigger
Instant
Try It
Account Added
Triggers when a new account is created
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is created
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
- TitleRequired
- Description
- Data
- Entity TypeRequired
- Entity UidRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UIDRequired
Action
Write
- Account UIDRequired
- NameRequired
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person UidRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person EmailRequired
Action
Search
- Person EmailRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write
- EmailRequired
- statusRequired
Action
Write

About Dispute Panda

DisputePanda is an AI-powered credit repair engine that will deliver a whole new experience and revolutionize the way you service your clients.

Related categories

Business Intelligence

About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Dispute Panda + Outseta

Create new clients in Dispute Panda when accounts are added in Outseta

Supported triggers and actions

Account Subscription Started

Person Deleted

Chat Request Added

Person Added

Deal Updated

Add Account

Add Deal

Cancel Subscription

Subscribe to Email List

Update Deal

Retrieve Deal

Find or Add Deal

Add a Client

Account Deleted

Account Added

Deal Added

Account Updated

Person Updated

Add Custom Activity

Add Person

Retrieve Account

Update Account

Update Person

Retrieve Person

Find or Add Person

Update Client Status

About Dispute Panda

Related categories

About Outseta

Related categories

Similar apps

Zapier Interfaces