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Integrate Dubsado with Flodesk to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Dubsado with Flodesk - no code necessary. See how you can get setup in minutes.

Select a trigger from Dubsado

A trigger is an event that starts your Zap and runs the workflow. For example, with Dubsado, a trigger could be "Contract Signed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Flodesk

An action is what takes place after the automation is triggered. For example, with Flodesk, the action could be "Add Existing Subscriber to Segment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dubsado to Flodesk

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Dubsado to Flodesk with a Zapier template.

Our most popular template

Create Flodesk subscribers from new projects as leads in Dubsado
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Dubsado + Flodesk
Add new Dubsado projects as jobs to Flodesk subscriber segments
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Dubsado + Flodesk
Add new Dubsado projects as Flodesk subscribers instantly
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Dubsado + Flodesk
Create or update Flodesk subscribers from newly-signed Dubsado contracts
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Dubsado + Flodesk
Add new Flodesk subscribers to segments and create Dubsado projects for easy management
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Flodesk + Dubsado
Update Flodesk subscribers when new Dubsado payments are received
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Dubsado + Flodesk

Create Flodesk subscribers from new projects as leads in Dubsado

Dubsado + Flodesk

Add new Dubsado projects as jobs to Flodesk subscriber segments

Dubsado + Flodesk

Add new Dubsado projects as Flodesk subscribers instantly

Dubsado + Flodesk

Create or update Flodesk subscribers from newly-signed Dubsado contracts

Dubsado + Flodesk

Add new Flodesk subscribers to segments and create Dubsado projects for easy management

Flodesk + Dubsado

Update Flodesk subscribers when new Dubsado payments are received

Dubsado + Flodesk

Add new Dubsado leads to Flodesk workflows when projects are created
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Dubsado + Flodesk
Update Flodesk subscribers when Dubsado project statuses change
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Dubsado + Flodesk

Make work flow with AI

Level up your Dubsado to Flodesk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Dubsado and Flodesk to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Dubsado and Flodesk to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Subscriber Created
Triggers when a new subscriber is created.
Trigger
Instant
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- Email
  Required
- Segment
  Required
Action
Write
- Segment
  Required
- Email
  Required
- First Name
- Last Name
Action
Write

- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
Action
Search

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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write
- Segment
  Required
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger
Instant
Try It
- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
- Segment
  Required
Action
Write
- Email
  Required
Action
Write

Automate Flodesk: get inspired on the Zapier blog

About Dubsado

Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.

Learn more Help

Related categories

Email Newsletters

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Explore Dubsado + Flodesk Integrations

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