Dubsado + Flodesk

Create Dubsado projects for new Flodesk subscribers

Effortlessly streamline your client onboarding process with this Flodesk and Dubsado workflow. When a new subscriber is added in Flodesk, a project will be created for them in Dubsado, ensuring a seamless organization of your client projects. Save time and enhance efficiency by eliminating the need for manual data entry between platforms.

When this happens...
Subscriber Created
Triggers when a new subscriber is created.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- SegmentRequired
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger
Instant
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- EmailRequired
- WorkflowRequired
Action
Write
- EmailRequired
- SegmentRequired
Action
Write
- EmailRequired
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

Subscriber Created
Triggers when a new subscriber is created.
Trigger
Instant
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- EmailRequired
- SegmentRequired
Action
Write
- SegmentRequired
- EmailRequired
- First Name
- Last Name
- Double opt-in
Action
Write
- EmailRequired
- WorkflowRequired
Action
Write
- EmailRequired
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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
Action
Write

About Dubsado

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

Learn more

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

Related categories

Email Newsletters

Related Zap Templates

Update Flodesk subscribers in a workflow when project status changes in Dubsado

Dubsado + Flodesk

Create Dubsado projects for new Flodesk subscribers

Supported triggers and actions

Subscriber Added to Segment

Subscriber Unsubscribed

Add Existing Subscriber to Workflow

Remove Existing Subscriber From Segment

Unsubscribe Subscriber

Contract Signed

New Project as Lead

Project Status Updated

API Request (Beta)

Subscriber Created

Add Existing Subscriber to Segment

Create/Update Subscriber

Remove Existing Subscriber From Workflow

Find a Subscriber by Email Address

New Project as Job

New Payment Received

Create Project

About Dubsado

Related categories

Similar apps

Zapier Interfaces

About Flodesk

Related categories

Related Zap Templates

Related Zap Templates