Brilliant Directories + Dubsado

Brilliant Directories + Dubsado integrations

Create new Dubsado projects from new users in Brilliant Directories

"Streamline your project management process with this dynamic Brilliant Directories-Dubsado workflow. Once set up, each time a new user is added in Brilliant Directories, a corresponding project will be created in Dubsado. This process efficiently ensures that all user details are instantly at hand in Dubsado, saving time and keeping your project management on point."

When this happens...
New User by FieldTriggers when a new user is created with a specific value.
TriggerPolling
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with Brilliant Directories and Dubsado

Discover other triggers and actions you can use with Brilliant Directories and Dubsado

- Help Text
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
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- Help Text
- Choose Post Type
  Required
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
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- Help Text
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
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- Help Text
Trigger
Polling
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- Help Text
Trigger
Polling
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Create Lead
Creates new lead record in your Brilliant Directories website database.
Action
Write
Create Review
Creates new review record in your Brilliant Directories website database.
Action
Write

- Lead ID
  Required
Action
Write
- Review ID
  Required
Action
Write
- Email to Unsubcribed
  Required
Action
Write
- Choose Post Type
  Required
- Post ID
  Required
Action
Write
- User ID to update
  Required
Action
Write
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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

- Help Text
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
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- Help Text
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
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- Help Text
Trigger
Polling
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- Help Text
- Choose Post Type
  Required
Trigger
Polling
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- Help Text
Trigger
Polling
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- Choose Post Type
  Required
Action
Write
Create User
Creates new user record in your Brilliant Directories website database.
Action
Write
- Choose Post Type
- Post ID
  Required
Action
Write
- User ID
  Required
- Do you want to also delete the member's images?
Action
Write
- Lead ID
  Required
Action
Write
- Review ID to update
  Required
Action
Write
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 error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Brilliant Directories

Brilliant Directories is a platform to Create Membership & Directory Websites

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.