Create Dubsado projects for new invitee created events in Calendly
Sometimes when someone schedules time to meet with you, you'll need to track the details in your project management tool. This integration does it for you by creating projects in Dubsado when you have someone schedule a meeting with you in Calendly. You'll be organized and prepared for your meetings going forward.
Sometimes when someone schedules time to meet with you, you'll need to track the details in your project management tool. This integration does it for you by creating projects in Dubsado when you have someone schedule a meeting with you in Calendly. You'll be organized and prepared for your meetings going forward.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Project
Creates a new project.
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Webhook subscription scopeRequired
Try ItContract 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 It
Webhook subscription scopeRequired
Try ItNew 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