What you can automate

When new Customer in Client Dispute Manager, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Invoice in Client Dispute Manager, create opportunity, then find or create contact in Salesflare.

When new Lead in Client Dispute Manager, find or create contact in Salesflare.

About Client Dispute Manager

Client Dispute Manager is an online Credit Repair Business Software.

Client Dispute Manager operations on Zapier

Start a workflow when this happens

Active Status — Triggers when we change the status from active to other status.
Affiliate Active Status — Triggers when we change affiliates from any status to active status.
Archive Lead Status — Triggers when we change the status from archive lead to other status.
Cancelled Status — Triggers when we change the status from cancelled to other status.
Completed Status — Triggers when we change the status from completed to other status.

Show 11 more triggers

Inactive Status — Triggers when we change the status from Inactive to other status.
Lead Status — Triggers when we change the status from lead to other status.
New Customer — Triggers when a new customer is created.
New Invoice — Triggers when a new invoice is created.
New Lead — Triggers when a new lead is created.
No Portal Access Status — Triggers when we change the status from no portal access to other status.
Pending Status — Triggers when we change the status from pending to other status.
Prospect Status — Triggers when we change the status from prospect to other status.
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.
Suspended Status — Triggers when we change the status from suspended to other status.
Update Customer — Triggers when a customer is updated.

Things Salesflare can make it do

Client Dispute Manager and Salesflare