Bookly + Dubsado

Create new Dubsado projects from new Bookly appointments

Streamline your workload by connecting Bookly and Dubsado with this simple automation. Whenever a new appointment is made in Bookly, a corresponding project is created in Dubsado. This seamless workflow means you'll never miss a beat in your project management, keeping all the important details at your fingertips.

When this happens...
New Appointment
Triggers when a new appointment is created.
TriggerPolling
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
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New or Updated Appointment
Triggers when a new appointment is created or modified.
Trigger
Polling
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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 errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Polling
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Updated Appointment
Triggers when an appointment is modified.
Trigger
Polling
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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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
Action
Write

About Bookly

Bookly is a free scheduling plugin for WordPress that allows accepting online bookings on your website. Join more than 40,000 businesses all around the world that have already automated their online booking system!