ConvertKit + Dubsado

Create Dubsado projects for new ConvertKit tag subscribers

Effortlessly organize and manage your client projects with this ConvertKit-Dubsado workflow. When a new tag subscriber is added in ConvertKit, a project is created in Dubsado, keeping you updated on your client's information. Save time and streamline your project management with this seamless automation.

When this happens...
New Tag Subscriber
Triggers when a specific tag is added to a subscriber.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- SequenceRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
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- Transaction IDRequired
- EmailRequired
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
- Product SKU
- Product price
- Product quantity
Action
Write

- TagRequired
- EmailRequired
- First Name
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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- TagRequired
Trigger
Instant
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- FormRequired
- EmailRequired
- First Name
- Optin to Sequence
Action
Write
- SequenceRequired
- EmailRequired
- First Name
Action
Write
- Subscriber EmailRequired
- TagRequired
Action
Write
- Email AddressRequired
Action
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
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Help

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About Dubsado

Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

ConvertKit + Dubsado

Create Dubsado projects for new ConvertKit tag subscribers

New Form Subscriber

New Sequence Subscriber

New Tag Subscriber

New Unsubscribe

Create or Update Purchase

Subtotal

Tax

Shipping

Discount

Total

Currency

Transaction Time

Status

Product SKU

Product price

Product quantity

Add Tag to Subscriber

First Name

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Contract Signed

New Project as Lead

Project Status Updated

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

New Purchase

New Subscriber

Tag Removed From Subscriber

Add Subscriber to Form

First Name

Optin to Sequence

Add Subscriber to Sequence

First Name

Remove Tag From Subscriber

Find Subscriber

New Project as Job

New Payment Received

Create Project

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

Start Date

End Date

Client First Name

Client Last Name

Client Phone Number

About ConvertKit

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