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Set up your first integration
Quickly connect Dubsado to Flodesk with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Dubsado with Flodesk - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Add Existing Subscriber to Segment" in Flodesk.
You’re connected!
Zapier seamlessly connects Dubsado and Flodesk, automating your workflow.
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Frequently Asked Questions about Dubsado + Flodesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Flodesk
How do I connect Dubsado to Flodesk?
To connect Dubsado to Flodesk, you'll first need to set up a trigger in Dubsado that will prompt an action in Flodesk. Use our platform to create workflows where a new project or form submission in Dubsado automatically updates a subscriber list in Flodesk.
Can I automate the addition of new leads from Dubsado into a specific email sequence in Flodesk?
Yes, you can. By setting up a trigger when a new lead is recorded in Dubsado, our system will add them as subscribers to your desired email sequence or workflow in Flodesk.
What types of triggers are available when integrating Dubsado with Flodesk?
We offer triggers like new project creation, contract signing, and form submissions within Dubsado that can prompt actions such as updating lists or triggering email sequences in Flodesk.
Is it possible to update client information automatically between Dubsado and Flodesk?
Absolutely! When changes occur in your client’s information within Dubsado, our integration can automatically update their details in your Flodesk subscriber lists, keeping everything synchronized.
Are there any actions in Flodesk that can be triggered from changes made in Dubsado projects?
Yes. Actions such as adding subscribers to lists, updating existing subscribers' information, or even initiating specific email flows can be triggered by events like project status changes or completed tasks within Dubsado.
What should I do if my integration between Dubsado and Flodesk stops working properly?
If you encounter issues with the integration not functioning correctly, first check if the triggers and actions are set up correctly. Verify that both platforms have valid API connections. If problems persist, reach out to our support team for assistance.
Do I need technical expertise to integrate Dubsado with Flodesk using your service?
No technical expertise is required. Our integration process is user-friendly and guided step-by-step. Simply follow the instructions on setting up triggers and actions between the two platforms through our interface.
Practical ways you can use Dubsado and Flodesk
Sync signed contracts to email segments
When a client signs a contract in Dubsado, Zapier automatically adds them to a specific segment in Flodesk. This ensures that business owners can easily keep their email lists updated without manual input, streamlining client communication and growing segmented groups with accurate data.
Business OwnerCreate Flodesk subscribers for new leads
When a new lead is added in Dubsado, Zapier automatically creates or updates a subscriber in Flodesk. This keeps your email marketing list aligned with your sales pipeline, so you can immediately engage new leads with targeted campaigns and convert them into paying customers.
Marketing & Marketing OpsTrack project status updates in Flodesk workflows
When a project's status changes in Dubsado, Zapier updates an associated workflow in Flodesk. This automation helps project managers keep clients informed at every stage without manually tracking changes or sending separate updates, improving task efficiency and accountability.
Project ManagementSupported 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.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- SegmentRequired
Try ItTriggerInstant
