Dubsado + Kajabi

Create new Dubsado projects from new Kajabi payments

Streamline your financial processes with this handy workflow. Whenever a new payment is registered in Kajabi, it triggers the creation of an associated project in Dubsado. Implementing this workflow effectively manages all your payment related projects, saving valuable time and enhancing your efficiency. Leverage this workflow for a significant improvement in your business operations.

When this happens...
New Payment
Triggers when a new payment is completed.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- SiteRequired
- AssessmentRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- SiteRequired
- Tag
Trigger
Instant
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- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
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

- SiteRequired
- FormRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- Tag
- SiteRequired
Trigger
Instant
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- SiteRequired
- FormRequired
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