Calendly + Dubsado
Create Dubsado projects for new invitee created events in Calendly
Sometimes when someone schedules time to meet with you, you'll need to track the details in your project management tool. This integration does it for you by creating projects in Dubsado when you have someone schedule a meeting with you in Calendly. You'll be organized and prepared for your meetings going forward.
Sometimes when someone schedules time to meet with you, you'll need to track the details in your project management tool. This integration does it for you by creating projects in Dubsado when you have someone schedule a meeting with you in Calendly. You'll be organized and prepared for your meetings going forward.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Project
Creates a new project.
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Webhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
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.
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Webhook subscription scopeRequired
Try ItMark Invitee as No Show
Marks a specific invitee as a no show.
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.
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