Create and update Builderall Mailingboss leads from new Dubsado projects
Effortlessly manage your leads in Builderall Mailingboss whenever a new project lead is created in Dubsado. This workflow sends the new project lead information from Dubsado to Builderall Mailingboss, adding or updating the lead data in your mailing list. Stay organized and ensure seamless communication with your leads through this time-saving automation.
Effortlessly manage your leads in Builderall Mailingboss whenever a new project lead is created in Dubsado. This workflow sends the new project lead information from Dubsado to Builderall Mailingboss, adding or updating the lead data in your mailing list. Stay organized and ensure seamless communication with your leads through this time-saving automation.
- When this happens...Add/Update Lead in List
Subscribe a new lead in list.
- automatically do this!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.
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Email AddressRequired
Name
Last Name
Phone number
Custom Fields
Tags
Status
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
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