Brilliant Directories + Dubsado
Brilliant Directories + Dubsado
Create leads in Brilliant Directories for new projects in Dubsado
Connect your Dubsado and Brilliant Directories accounts to streamline your workflow more effectively. Whenever a new project is considered a lead in Dubsado, this integration swiftly generates a lead in Brilliant Directories, keeping your sales pipeline updated and improving the overall lead management process. This seamless liaison between the two apps enhances productivity and ensures no potential client slips through the cracks.
- When this happens...New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
- automatically do this!Create LeadCreates new lead record in your Brilliant Directories website database.
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More things you can do with Dubsado and Brilliant Directories
Discover other triggers and actions you can use with Dubsado and Brilliant Directories
- 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 - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 - 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
ActionWrite- Help Text
- Field To SearchRequired
- Field To Search Value
Try ItTriggerPolling
