Aisle Planner + Dubsado

Aisle Planner + Dubsado integrations

Create new leads in Aisle Planner for new projects in Dubsado

Enhance your planning process with this efficient workflow. When a project emerges as a lead in Dubsado, it simultaneously surfaces as a lead in Aisle Planner. By bridging the two platforms, your productivity gets a much-needed boost, ensuring that no potential leads slip through the cracks in hectic project management scenarios. Witness a seamless progression of tasks, as this workflow bears the load, elevating your efficiency.

When this happens...
New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Dubsado and Aisle Planner

Discover other triggers and actions you can use with Dubsado and Aisle Planner

Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Project
Trigger when a new project is created.
Trigger
Polling
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- Project name
  Required
- Project template
  Required
- Event location city
- Event location state
- Timezone
  Required
- Project Date Format
  Required
- Project date
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
Action
Write
- Project template
  Required
- Event location city
- Event location state
- Timezone
  Required
- Project Date Format
  Required
- Project date
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
- Project party role 1
  Required
- Project party firstname 1
  Required
- Project party lastname 1
  Required
- Project party role 2
  Required
- Project party firstname 2
  Required
- Project party lastname 2
  Required
Action
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
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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
New Lead
Trigger when a new lead is created.
Trigger
Polling
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Payment Paid
Trigger when a new payment is made.
Trigger
Polling
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- Contact first name
  Required
- Contact last name
  Required
- Contact company name
- Role
- Venue name
- Contact primary email
- Contact primary phone
- Contact primary website
- Contact address line 1
- Contact address line 2
- Contact city
- Contact state
- Contact postcode
- Contact country
- Event location city
- Event location state
- Project name
- Project type
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
- Project Date Format
- Project date
- Lead source
- Service type
- Lead status
- Notes
Action
Write

About Aisle Planner

Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create new weddings in Aisle Planner from signed contracts in Dubsado

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