Connect Tactful UCX to Dubsado and automate any workflow

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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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from Tactful UCX

A trigger is an event that starts your Zap and runs the workflow. For example, with Tactful UCX, a trigger could be "New Category."

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

Setup an action from Dubsado

An action is what takes place after the automation is triggered. For example, with Dubsado, the action could be "Create Project."

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

That’s it! You just connected Tactful UCX to Dubsado

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Connect Tactful UCX and Dubsado 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.

Connect Tactful UCX and Dubsado 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

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.

New Category
Triggers when a new Category is created with webhooks.
Trigger
Instant
Try It
- body
  Required
- Ticket ID
  Required
Trigger
Scheduled
Try It
- body
  Required
- webhook_is_integration
  Required
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created with webhooks.
Trigger
Instant
Try It
- Profile
  Required
Trigger
Scheduled
Try It

- Profile
  Required
Trigger
Scheduled
Try It
- Profile
  Required
- body
  Required
Trigger
Scheduled
Try It

- customer_id
  Required
- body
  Required
Trigger
Instant
Try It
Update Product
Triggers when product is updated with webhooks.
Trigger
Instant
Try It
- Profile
  Required
- SKU
- Language Groups
- Channel Tags
- Title
  Required
- Source URL
- Image Link
- Description
- Is Availible
- Type
Action
Write
- Profile
  Required
- SKU
- Title
  Required
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Price
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Location URL
- Landmark
- Author
Action
Write
- Comment Body
  Required
- Ticket ID
  Required
- User ID
  Required
Action
Write
- Profile
  Required
- Nick Name
- whatsapp number
- name
- age range
- gender
- email
- phone number
- country
- city
- area
- address details
- tags
- Channel
- customer_id
  Required
- External Id
- Custom field
Action
Write
- Profile
  Required
- Ticket ID
  Required
- Due On
- Resolved On
- Subject
- Description
- Priority
- Status
- Source
- Channel
- Requester Id
- Reporter Id
- Assignee Id
- Type
- Links
- Created on
- Agent Id
- Comment
- External Id
- Custom Fields
Action
Write
- Profile
  Required
- Channel
- Lookup Column
  Required
- Lookup Value
Action
Search
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
Action
Search
- Profile
  Required
- Channel
- Lookup Column
  Required
- Lookup Value
- Nick Name
- whatsapp number
- name
- age range
- gender
- email
- phone number
- country
- city
- area
- address details
- tags
- Custom field
Action
Search or write
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
- SKU
- Title
  Required
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Price
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Location URL
- Landmark
- Author
Action
Search or write
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
Try It
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
Try It
Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
Try It
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- body
  Required
Action
Write

- Profile
  Required
Trigger
Scheduled
Try It
- body
  Required
- webhook_is_integration
  Required
- Ticket ID
  Required
Trigger
Instant
Try It
- body
  Required
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created with webhooks.
Trigger
Instant
Try It
- body
  Required
- webhook_is_integration
  Required
Trigger
Instant
Try It
Update Category
Triggers when a category is updated with webhooks.
Trigger
Instant
Try It
Update Order
Triggers when a order is updated with webhooks.
Trigger
Instant
Try It
- Ticket ID
  Required
- body
  Required
- webhook_is_integration
  Required
Trigger
Instant
Try It
- Nick Name
- whatsapp number
- name
- age range
- gender
- email
- phone number
- country
- city
- area
- address details
- tags
- Channel
- Profile
  Required
- Custom field
Action
Write
- Profile
  Required
- Channel
- Due On
- Subject
- Description
- Priority
- Status
- Source
- Requester Id
- Reporter Id
- Assignee Id
- Type
- Links
- Created on
- Agent Id
- Comment
- Custom Fields
Action
Write
- Profile
  Required
- Category
  Required
- SKU
- Language Groups
- Channel Tags
- Title
  Required
- Source URL
- Image Link
- Description
- Is Available
- Type
- Parent Id
- Parent SKU
Action
Write
- Profile
  Required
- Product Id
  Required
- SKU
- Title
  Required
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Price
- Parent Id
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Landmark
- Location URL
- Author
Action
Write
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
Action
Search
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
Action
Search
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
- SKU
- Language Groups
- Channel Tags
- Title
  Required
- Source URL
- Image Link
- Description
- Is Availible
- Type
Action
Search or write
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
- Channel
- Owner Id
  Required
- Order Type
- Delivery Status
- Price
- Details
- Deliver Time
Action
Search or write
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
- Channel
- Due On
- Subject
- Description
- Priority
- Status
- Source
- Requester Id
- Reporter Id
- Assignee Id
- Type
- Links
- Created on
- Agent Id
- Comment
- Custom Fields
Action
Search or 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
Try It
New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
Try It
- 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

About Tactful UCX

Tactful Unified Cognitive Customer Experience Platform is the next generation omnichannel customer experience technology that helps your business achieve the best results across touchpoints using AI and data centric approach.

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