DailyBot + Dubsado Integrations

How to connect DailyBot + Dubsado

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Choose a Trigger

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Choose an Action

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Supported triggers and actions

What does this mean?

- FormRequired
  This Zap will only process responses related to these forms.
- Approval status?Required
  Select if you want to trigger it when the record is approved or denied.
Trigger
Instant
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- Check-inRequired
  This Zap will only process responses related to these check-ins.
Trigger
Instant
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- Check-inRequired
  This Zap will only process responses related to these check-ins.
Trigger
Instant
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- Receiver UserRequired
  A DailyBot User that will receive the kudos
- Team Value (UUID)
  The team value UUID to be assigned (optional)
- Kudos Message
  The message to be posted with the Kudos 🎉
- Kudos By DailyBot?Required
  Specify whether you want to give the Kudos on DailyBot's behalf or on behalf of the Zapier integration API Key owner.
Action
Write
- Trigger WebHook URLRequired
  The Trigger API incoming webhook URL. You can find it under your DailyBot Integrations page > Workflow Trigger.
- Event TypeRequired
  Type the unique event_type that matches a Workflow that you have previously configured in DailyBot.
- Secret
  Optional secret that you can match on the DailyBot workflow to make sure this event is coming from this Zap.
Action
Write

- Activity Tracking WebHook URLRequired
  Type the Activity WebHook URL for your DailyBot account. You can find it at Integrations > Activity API.
- Event TypeRequired
  The event type string, this must be a unique string that will always identify this type of event.
- MessageRequired
  A message that represents the specific activity that the user completed.
- Link (URL)
  Optional URL that can be shown in the DailyBot reports, linking to any page that shows more info about this activity.
- User EmailRequired
  A DailyBot User email address that is used to track this activity. This activity will show on this user's activity reports.
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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Kudos Given
Triggers every time that any Kudos are given to someone in your DailyBot organization.
Trigger
Instant
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- FormRequired
  This Zap will only process responses related to these forms.
Trigger
Instant
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- WorkflowRequired
  Select a workflow you have access to.
Trigger
Instant
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- Check-inRequired
  Select the check-in that you want to run, sending reminders to its current participants.
- Send reminders on your behalf?
  Define whether you want DailyBot to tell the check-in participants that you (this DailyBot API Key owner) are the one asking them to fill out the check-in report.
Action
Write
- Target User
  A DailyBot User that will receive the message. Important: please provide either a target user, or target channel, or both.
- Target Channel
  A chat channel or room where you want to post the message. It depends on the chat integration you are using.
- MessageRequired
  The message you want DailyBot to post to the user or group of people (channel/room). You can use markdown.
Action
Write
- User Name or EmailRequired
  Type the user name or email to find.
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
  The template workflow that should be applied and started when the project is created. Please do not use the "Use a Custom Value" option under "Other Options".
- Project Location: Name
  The name of the created project's location.
- Project Location: Address Line 1
  The address for the created project's location.
- Project Location: Address Line 2
  The address for the created project's location.
- Project Location: City
  The address for the created project's location.
- Project Location: State/Province
  The address for the created project's location.
- Project Location: Zip/Postal
  The address for the created project's location.
- Project Location: Country
  The address for the created project's location.
- Alternate Contact: First Name
  The client's alternate contact's first name.
- Alternate Contact: Last Name
  The client's alternate contact's last name.
- Alternate Contact: Phone
  The client's alternate contact's phone number.
- Alternate Contact: Email
  The client's alternate contact's email address.
- Client Address: Line 1
  The client's address.
- Client Address: Line 2
  The client's address.
- Client Address: City
  The client's address.
- Client Address: State/Province
  The client's address.
- Client Address: Zip/Postal
  The client's address.
- Client Address: Country
  The client's address.
- Client Company: Name
  The name of the client's company.
- Client Company: Email
  The client's company email address.
- Client Company: Phone
  The client's company phone number.
- Project Status
  The project status that should be assigned to the project when it's created. If no status is selected, the project will be created as a lead by default. Please do not use the "Use a Custom Value" option under "Other Options".
- Project Source
  The source for where this project was created from. Please do not use the "Use a Custom Value" option under "Other Options".
- TitleRequired
  The title of the created project.
- Start Date
  The date the created project begins on.
- End Date
  The date the created project ends on.
- Client First Name
  The client's first name.
- Client Last Name
  The client's last name.
- Client EmailRequired
  The client's email address.
- Client Phone Number
  The client's phone number.
Action
Write

How DailyBot + Dubsado Integrations Work

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

Connect apps

Connect DailyBot + Dubsado

About DailyBot

DailyBot is your team's daily assistant. Put your stand-up meetings, status reports and check-ins on cruise control, save time and increase productivity.

Related categories

Project Management

About Dubsado

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

Learn more

Related categories

CRM (Customer Relationship Management)

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DailyBot + Dubsado Integrations

How to connect DailyBot + Dubsado

Connect your apps and automate workflows

Form Record Approval Change

Approval status?Required

New Check-In Response Completed

Check-inRequired

New Check-In Response Completed (Deprecated)

Check-inRequired

Give Kudos

Receiver UserRequired

Team Value (UUID)

Kudos Message

Kudos By DailyBot?Required

Run Workflow

Trigger WebHook URLRequired

Event TypeRequired

Secret

Track Activity

Activity Tracking WebHook URLRequired

Event TypeRequired

MessageRequired

Link (URL)

User EmailRequired

Contract Signed

New Project as Lead

Project Status Updated

Kudos Given

New Form Response Completed

FormRequired

Workflow Completed

WorkflowRequired

Run Check-In

Check-inRequired

Send reminders on your behalf?

Send Message

Target User

Target Channel

MessageRequired

Find User

User Name or EmailRequired

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

About DailyBot

Related categories

About Dubsado

Related categories

Get started for free