Brilliant Directories + Dubsado

Create new Dubsado projects from new users in Brilliant Directories

"Streamline your project management process with this dynamic Brilliant Directories-Dubsado workflow. Once set up, each time a new user is added in Brilliant Directories, a corresponding project will be created in Dubsado. This process efficiently ensures that all user details are instantly at hand in Dubsado, saving time and keeping your project management on point."

When this happens...
New User by Field
Triggers when a new user is created with a specific value.
TriggerScheduled
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- Help Text
- Field To SearchRequired
- Field To Search Value
Trigger
Scheduled
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- Help Text
- Choose Post TypeRequired
- Field To SearchRequired
- Field To Search Value
Trigger
Scheduled
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- Help Text
- Field To SearchRequired
- Field To Search Value
Trigger
Scheduled
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- Help Text
Trigger
Scheduled
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- Help Text
Trigger
Scheduled
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Create Lead
Creates new lead record in your Brilliant Directories website database.
Action
Write
Create Review
Creates new review record in your Brilliant Directories website database.
Action
Write

- Lead IDRequired
Action
Write
- Review IDRequired
Action
Write
- Email to UnsubcribedRequired
Action
Write
- Choose Post TypeRequired
- Post IDRequired
Action
Write
- User ID to updateRequired
Action
Write
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.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- Project Workflow
- Project Location: Name
- Project Location: Address Line 1
- Project Location: Address Line 2
- Project Location: City
- Project Location: State/Province
- Project Location: Zip/Postal
- Project Location: Country
- Alternate Contact: First Name
- Alternate Contact: Last Name
- Alternate Contact: Phone
- Alternate Contact: Email
- Client Address: Line 1
- Client Address: Line 2
- Client Address: City
- Client Address: State/Province
- Client Address: Zip/Postal
- Client Address: Country
- Client Company: Name
- Client Company: Email
- Client Company: Phone
- Project Status
- Project Source
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
Action
Write

- Help Text
- Field To SearchRequired
- Field To Search Value
Trigger
Scheduled
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- Help Text
- Field To SearchRequired
- Field To Search Value
Trigger
Scheduled
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- Help Text
Trigger
Scheduled
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- Help Text
- Choose Post TypeRequired
Trigger
Scheduled
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- Help Text
Trigger
Scheduled
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- Choose Post TypeRequired
Action
Write
Create User
Creates new user record in your Brilliant Directories website database.
Action
Write
- Choose Post Type
- Post IDRequired
Action
Write
- User IDRequired
- Do you want to also delete the member's images?
Action
Write
- Lead IDRequired
Action
Write
- Review ID to updateRequired
Action
Write
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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New Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write