Acuity Scheduling + Dubsado
Acuity Scheduling + Dubsado
"add or update Acuity Scheduling clients when new contracts are signed in Dubsado"
When a contract is signed in Dubsado, this workflow will swiftly add or update client details in Acuity Scheduling. Perfect for streamlining your client management process and keeping track of your important business contacts. By leveraging this automation, you’ll ensure all client information is current and readily accessible in Acuity Scheduling the moment it's updated in Dubsado.
- When this happens...Contract SignedTriggers when a client submits a signed contract.
- automatically do this!This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
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More things you can do with Dubsado and Acuity Scheduling
Discover other triggers and actions you can use with Dubsado and Acuity Scheduling
- 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- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Try ItTriggerPolling
Related Zap Templates
- Create Dubsado projects for new appointments in Acuity Scheduling
- Create Dubsado projects from new Acuity Scheduling appointments
- Create Acuity Scheduling api requests for new Dubsado payments received
- Create Acuity Scheduling api requests for new Dubsado lead projects
- Create Dubsado projects from new Acuity Scheduling product orders