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.
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...Project
Trigger when a new project is created.
- automatically do this!Create Project
Creates a new project.
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New Lead
Trigger when a new lead is created.
Try ItPayment Paid
Trigger when a new payment is made.
Try ItContact 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
Contract Signed
Triggers when a client submits a signed contract.
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Project
Trigger when a new project is created.
Try ItProject nameRequired
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
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
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.
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