DisputeFox + LeadConnector

Update opportunities in LeadConnector when clients are updated in DisputeFox

Keep your sales opportunities updated without lifting a finger. With this workflow, whenever a client's details are changed in the DisputeFox app, the relevant opportunity in your LeadConnector system also updates. It's an automatic way to ensure that your lead records are always current, saving you time and reducing the potential for errors.

When this happens...
Client Updated
Triggers when client updated.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
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
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Affiliate Updated - Legacy
Trigger fire after updating new affiliate.
Trigger
Scheduled
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Client Updated - Legacy
Trigger fire after updating new client.
Trigger
Scheduled
Try It
Lead Updated - Legacy
Trigger fire after updating new lead.
Trigger
Scheduled
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New Affiliate Added - Legacy
trigger fire after adding new affiliate.
Trigger
Scheduled
Try It
New Client Added - Legacy
trigger fire after adding new client.
Trigger
Scheduled
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New Lead Added - Legacy
trigger fire after adding new Lead.
Trigger
Scheduled
Try It
New Task Added - Legacy
Triggers when new task added.
Trigger
Scheduled
Try It
Task Updated - Legacy
Triggers when existing task updated.
Trigger
Scheduled
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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date Of Birth
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write