Bookly + Dubsado
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 AppointmentTriggers when a new appointment is created.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with Bookly and Dubsado
Discover other triggers and actions you can use with Bookly and Dubsado
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New or Updated Appointment
Triggers when a new appointment is created or modified.
Try ItTriggerPolling - Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - Updated Appointment
Triggers when an appointment is modified.
Try ItTriggerPolling - 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 - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant
