ConvertKit + Dubsado

Create projects in Dubsado for new ConvertKit purchases

Streamline your client onboarding process by connecting ConvertKit and Dubsado with this efficient workflow. When a new purchase occurs in ConvertKit, a project will be created in Dubsado, ensuring seamless organization and timely management of your new clients. Save time and stay organized with this convenient automation.

When this happens...
New Purchase
Triggers when a new purchase is added to your account.
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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- 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

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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New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
Try It
- 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
- Api Docs Info
- 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
Try It
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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

Related categories

Drip Emails

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Mailchimp

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Marketing Automation

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)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

ConvertKit + Dubsado

Create projects in Dubsado for new ConvertKit purchases

New Form Subscriber

New Sequence Subscriber

SequenceRequired

New Tag Subscriber

TagRequired

Add Subscriber to Form

FormRequired

EmailRequired

First Name

Optin to Sequence

Add Subscriber to Sequence

SequenceRequired

EmailRequired

First Name

Remove Tag From Subscriber

Subscriber EmailRequired

TagRequired

Find Subscriber

Email AddressRequired

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

TitleRequired

Start Date

End Date

Client First Name

Client Last Name

Client EmailRequired

Client Phone Number

New Purchase

New Subscriber

New Unsubscribe

Create or Update Purchase

Transaction IDRequired

EmailRequired

Subtotal

Tax

Shipping

Discount

Total

Currency

Transaction Time

Status

Product nameRequired

Product IDRequired

Product SKU

Product price

Product quantity

Add Tag to Subscriber

TagRequired

EmailRequired

First Name