Bonjoro + Dubsado
Create tasks in Bonjoro for every new project as job in Dubsado
When a new project is initiated in Dubsado, streamline your process by creating tasks in Bonjoro concurrently. This automation ensures your task creation aligns seamlessly with new projects, maximizing productivity and minimizing the chance for oversights or delays. Utilize this workflow and focus on delivering exceptional results for each project rather than overseeing mundane admin tasks.
When a new project is initiated in Dubsado, streamline your process by creating tasks in Bonjoro concurrently. This automation ensures your task creation aligns seamlessly with new projects, maximizing productivity and minimizing the chance for oversights or delays. Utilize this workflow and focus on delivering exceptional results for each project rather than overseeing mundane admin tasks.
- When this happens...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.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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 ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Try It
