How to connect Aisle Planner + Dubsado + Flodesk
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Do even more with Aisle Planner + Dubsado + Flodesk
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Aisle Planner, Dubsado, and Flodesk. And don’t forget that you can add more apps and actions to create complex workflows.
New Lead
Trigger when a new lead is created.
Try ItPayment Paid
Trigger when a new payment is made.
Try ItContact first nameRequired
Contact last nameRequired
Contact company name
Role
Venue name
Contact primary email
Contact primary phone
Contact primary website
Contact address line 1
Contact address line 2
Contact city
Contact state
Contact postcode
Contact country
Event location city
Event location state
Project name
Project typeRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project Date Format
Project date
Lead source
Service type
Lead status
Notes
Contract Signed
Triggers when a client submits a signed contract.
Try It
Project
Trigger when a new project is created.
Try ItProject nameRequired
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project party role 1Required
Project party firstname 1Required
Project party lastname 1Required
Project party role 2Required
Project party firstname 2Required
Project party lastname 2Required
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Try It
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How Aisle Planner + Dubsado + Flodesk Integrations Work
- Step 1: Authenticate Aisle Planner, Dubsado, and Flodesk.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.