Dubsado + Slack
New project as lead in Dubsado triggers send direct message in Slack
Stay in the loop with your team by sending direct messages on Slack whenever a new project as lead is created in Dubsado. This automation helps you stay informed and quickly take action on new projects, ensuring a smooth and efficient workflow for your team without manual effort. With this seamless connection between Dubsado and Slack, you can focus on delivering quality services to your clients.
Stay in the loop with your team by sending direct messages on Slack whenever a new project as lead is created in Dubsado. This automation helps you stay informed and quickly take action on new projects, ensuring a smooth and efficient workflow for your team without manual effort. With this seamless connection between Dubsado and Slack, you can focus on delivering quality services to your clients.
- When this happens...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.
- automatically do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
Trigger for Bot Messages?
Optimized data
Try It
