Callingly + Dubsado Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Callingly and Dubsado.

Connect Callingly + Dubsado in Minutes

It's easy to connect Callingly + Dubsado and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantLead Updated or Tagged

Triggers when a lead has been tagged or its status updated.

InstantContract Signed

Triggers when a client submits a signed contract.

InstantNew 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.

InstantProject Status Updated

Triggers when a project's status is updated.

InstantCall Completed

Triggers when a call has been made to a Lead and the call completes.

InstantNew 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.

InstantNew Payment Received

Triggers when a client makes a payment on an invoice.

How Callingly + Dubsado Integrations Work

  1. Step 1: Authenticate Callingly + Dubsado.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Callingly + Dubsado