Create new projects in Dubsado when projects happen in Aisle Planner
Streamline your project management with this straightforward automation. When a new project is initiated in Aisle Planner, it triggers a corresponding project creation in Dubsado. This seamless integration ensures you do not need to manually enter project details across platforms, saving you time and reducing errors. You'll be able to focus more on project execution knowing your workflow is efficiently connected.
- When this happens...ProjectTrigger when a new project is created.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with Aisle Planner and Dubsado
Discover other triggers and actions you can use with Aisle Planner and Dubsado
- New Lead
Trigger when a new lead is created.
Try ItTriggerPolling - Payment Paid
Trigger when a new payment is made.
Try ItTriggerPolling - Contact first nameRequired
- Contact last nameRequired
- 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 typeRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project Date Format
- Project date
- Lead source
- Service type
- Lead status
- Notes
ActionWrite- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant
- Project
Trigger when a new project is created.
Try ItTriggerPolling - Project nameRequired
- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
ActionWrite- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project party role 1Required
- Project party firstname 1Required
- Project party lastname 1Required
- Project party role 2Required
- Project party firstname 2Required
- Project party lastname 2Required
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




