Integrate TrueReview with Dubsado to automate your work
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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.
- Contact Type
get all contact type
Try It - Contact name
- Contact Phone
- Contact Email
- Notes
- Contract Signed
Triggers when a client submits a signed contract.
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.
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- Drip Campaign Set
Select the drip campaign to use
Try It - Name
- Phone
- Email
- Notes
- Select Drip Campaign
- Select Contact Type
- 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 It - New Payment Received
Triggers when a client makes a payment on an invoice.
Try It