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  • Dubsado logoDubsado logo

CloudSpot + Dubsado

Create new CloudSpot contacts from new Dubsado projects as leads

This workflow activates as soon as you get a new project lead in Dubsado. It instantly creates a new contact in the CloudSpot app, minimizing data entry and ensuring that your professional photo collections are always updated with your latest leads. This streamlines your process, saving you precious time and effort.

This workflow activates as soon as you get a new project lead in Dubsado. It instantly creates a new contact in the CloudSpot app, minimizing data entry and ensuring that your professional photo collections are always updated with your latest leads. This streamlines your process, saving you precious time and effort.

  1. When this happens...
    DubsadoDubsado
    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.

    TriggerInstant
  2. automatically do this!
    CloudSpotCloudSpot
    Create New Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
  • CloudSpot triggers, actions, and search

    New Email Capture

    Triggers when a new email was captured in web galleries.

    Trigger
    Polling
    Try It
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About CloudSpot

CloudSpot is the fastest and easiest way for photographers to deliver, share, and sell their work!

Related categories

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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.