Streamlining Workflows: A Guide to Integrating DisputeFox with Zapier

"Streamlining Workflows: A Guide to Integrating DisputeFox with Zapier"

To Configure Zapier with DisputeFox, Please Follow the Below Steps:

1. Login to your Zapier account.
2. Click on Create to add a new zap.

3. Once here, click on Step One: Trigger.

4. Now, search for DisputeFox and select it.

5. On the right side, under Choose trigger event, you'll see several options.

- Our client and lead events have been enhanced, now offering live, faster performance with the new instant triggers available on Zapier.
- In the App & Event step, select the events highlighted with "Instant".

For example, choose "New Client Added - Instant" instead of the old version, "New Client Added - Legacy".

6. For an instance, select "New Client Added" and click on Continue.

7. Now, it's time to connect your DisputeFox account. If you've already connected it to Zapier, choose it from the dropdown list. Otherwise, click Connect a New Account.

8. To connect a new account, you'll need your DisputeFox API key.

Go to your DisputeFox account, navigate to Settings >> Email/SMS/Zapier >> Zapier Configuration.

9. Here, you can either copy the existing API key or generate a new one if needed.

10. Return to Zapier and paste the copied API key into the field.

11. Finally, click Yes, Continue to DisputeFox to authorize the connection between Zapier and your DisputeFox account.

12. Once the connection is successful, click on Continue.

13. In the Test step, click on Test Trigger.

14. Zapier will fetch the information for the most recently added client. Below are the fields you can fetch from DisputeFox when a new client is added.

15. Once done, click on Continue with Selected Record.

16. Now, you can choose the actions that you want to perform whenever a new client is added in DisputeFox.