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Quickly automate workflows with DashClicks and DashClicks using Zapier's templates.

Our most popular template

Create DashClicks person contacts from new Calendly appointments
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Create DashClicks person contacts from new Google Sheets rows
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Add new deals in DashClicks to Google Sheets rows
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Create person contacts and deals in DashClicks from new Bark purchases
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Send DocuSign agreements when new deals are won in DashClicks
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Send review requests in DashClicks for new orders in Shopify
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Create DashClicks person contacts from new Calendly appointments

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Create DashClicks person contacts from new Google Sheets rows

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Add new deals in DashClicks to Google Sheets rows

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Create person contacts and deals in DashClicks from new Bark purchases

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Send DocuSign agreements when new deals are won in DashClicks

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Send review requests in DashClicks for new orders in Shopify

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Send review requests in DashClicks for new ClickFunnels purchases
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Create documents in PandaDoc for newly-won deals in DashClicks
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Add new person contacts in DashClicks to Facebook Custom Audiences
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Send review requests in DashClicks when new customers are added to Quickbooks Online
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Create DashClicks deals for new TikTok Lead Generation leads
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Create signature requests in DocuSign when deal stages change in DashClicks
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Create DashClicks business contacts from new Calendly invitees
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Create new DashClicks deals from new HubSpot form submissions
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Add new Jotform submissions to DashClicks as contacts
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Create new deals in DashClicks for new businesses from DashClicks contacts
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Create new DashClicks contacts from new Ninja Forms submissions
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Create new DashClicks contacts from new HubSpot form submissions
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Create new DashClicks businesses from new Leadpages form submissions
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Create new contacts in DashClicks for new entries in Paperless Forms
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Add new Formstack submissions to DashClicks as business contacts
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Create new DashClicks business contacts from new Formidable Forms entries
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Add new Formstack submissions to DashClicks as persons
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Create new DashClicks businesses from new Squarespace form submissions
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Create DashClicks contacts from new Squarespace form submissions
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Add new SurveyMonkey responses as DashClicks contacts
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Create DashClicks contacts from new Gravity Forms submissions
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Create DashClicks business contacts from new Interact leads
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Create new DashClicks business contacts from new VideoAsk responses
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Create DashClicks business contacts from new Instapage form submissions
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Create new DashClicks contacts from new Formsite form results
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Create new DashClicks business contacts from new OptinMonster leads
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Add new Outgrow leads to DashClicks as persons instantly
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Create new DashClicks businesses from new Outgrow leads
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Create new DashClicks business contacts from new GoCanvas submissions
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Add new involve.me submissions as contacts in DashClicks instantly
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Send review requests in DashClicks for new ClickFunnels purchases

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Create documents in PandaDoc for newly-won deals in DashClicks

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Add new person contacts in DashClicks to Facebook Custom Audiences

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Send review requests in DashClicks when new customers are added to Quickbooks Online

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Create DashClicks deals for new TikTok Lead Generation leads

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Create signature requests in DocuSign when deal stages change in DashClicks

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Create DashClicks business contacts from new Calendly invitees

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Create new DashClicks deals from new HubSpot form submissions

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Add new Jotform submissions to DashClicks as contacts

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Create new deals in DashClicks for new businesses from DashClicks contacts

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Create new DashClicks contacts from new Ninja Forms submissions

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Create new DashClicks contacts from new HubSpot form submissions

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Create new DashClicks businesses from new Leadpages form submissions

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Create new contacts in DashClicks for new entries in Paperless Forms

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Add new Formstack submissions to DashClicks as business contacts

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Create new DashClicks business contacts from new Formidable Forms entries

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Add new Formstack submissions to DashClicks as persons

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Create new DashClicks businesses from new Squarespace form submissions

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Create DashClicks contacts from new Squarespace form submissions

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Add new SurveyMonkey responses as DashClicks contacts

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Create DashClicks contacts from new Gravity Forms submissions

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Create DashClicks business contacts from new Interact leads

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Create new DashClicks business contacts from new VideoAsk responses

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Create DashClicks business contacts from new Instapage form submissions

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Create new DashClicks contacts from new Formsite form results

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Create new DashClicks business contacts from new OptinMonster leads

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Add new Outgrow leads to DashClicks as persons instantly

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Create new DashClicks businesses from new Outgrow leads

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Create new DashClicks business contacts from new GoCanvas submissions

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Add new involve.me submissions as contacts in DashClicks instantly

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect DashClicks and DashClicks to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?Required
Trigger
Instant
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- Which pipeline should we watch for deal status changes?Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Trigger
Instant
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- Which funnel should we watch for purchases?Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?Required
Action
Write
- Instasite TemplateRequired
- BusinessRequired
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?Required
- Name
Action
Search or write

Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Trigger
Instant
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- Which funnel should we watch for optins?Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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- Which campaign should we watch for new leads?Required
Trigger
Instant
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New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
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Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- BusinessRequired
Action
Write
- PeopleRequired
- Type of notificationRequired
Action
Write
- In which pipeline would you like to search for deals?Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Help

Related categories

Marketing

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Help

Related categories

Marketing

Workflows From Zapier Users

Create new deal (deals) in DashClicks when invitee created in Calendly

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Create your first workflow

Create DashClicks person contacts from new Calendly appointments

Create DashClicks person contacts from new Google Sheets rows

Add new deals in DashClicks to Google Sheets rows

Create person contacts and deals in DashClicks from new Bark purchases

Send DocuSign agreements when new deals are won in DashClicks

Send review requests in DashClicks for new orders in Shopify

Create DashClicks person contacts from new Calendly appointments

Create DashClicks person contacts from new Google Sheets rows

Add new deals in DashClicks to Google Sheets rows

Create person contacts and deals in DashClicks from new Bark purchases

Send DocuSign agreements when new deals are won in DashClicks

Send review requests in DashClicks for new orders in Shopify

Send review requests in DashClicks for new ClickFunnels purchases

Create documents in PandaDoc for newly-won deals in DashClicks

Add new person contacts in DashClicks to Facebook Custom Audiences

Send review requests in DashClicks when new customers are added to Quickbooks Online

Create DashClicks deals for new TikTok Lead Generation leads

Create signature requests in DocuSign when deal stages change in DashClicks

Create DashClicks business contacts from new Calendly invitees

Create new DashClicks deals from new HubSpot form submissions

Add new Jotform submissions to DashClicks as contacts

Create new deals in DashClicks for new businesses from DashClicks contacts

Create new DashClicks contacts from new Ninja Forms submissions

Create new DashClicks contacts from new HubSpot form submissions

Create new DashClicks businesses from new Leadpages form submissions

Create new contacts in DashClicks for new entries in Paperless Forms

Add new Formstack submissions to DashClicks as business contacts

Create new DashClicks business contacts from new Formidable Forms entries

Add new Formstack submissions to DashClicks as persons

Create new DashClicks businesses from new Squarespace form submissions

Create DashClicks contacts from new Squarespace form submissions

Add new SurveyMonkey responses as DashClicks contacts

Create DashClicks contacts from new Gravity Forms submissions

Create DashClicks business contacts from new Interact leads

Create new DashClicks business contacts from new VideoAsk responses

Create DashClicks business contacts from new Instapage form submissions

Create new DashClicks contacts from new Formsite form results

Create new DashClicks business contacts from new OptinMonster leads

Add new Outgrow leads to DashClicks as persons instantly

Create new DashClicks businesses from new Outgrow leads

Create new DashClicks business contacts from new GoCanvas submissions

Add new involve.me submissions as contacts in DashClicks instantly

Send review requests in DashClicks for new ClickFunnels purchases

Create documents in PandaDoc for newly-won deals in DashClicks

Add new person contacts in DashClicks to Facebook Custom Audiences

Send review requests in DashClicks when new customers are added to Quickbooks Online

Create DashClicks deals for new TikTok Lead Generation leads

Create signature requests in DocuSign when deal stages change in DashClicks

Create DashClicks business contacts from new Calendly invitees

Create new DashClicks deals from new HubSpot form submissions

Add new Jotform submissions to DashClicks as contacts

Create new deals in DashClicks for new businesses from DashClicks contacts

Create new DashClicks contacts from new Ninja Forms submissions

Create new DashClicks contacts from new HubSpot form submissions

Create new DashClicks businesses from new Leadpages form submissions

Create new contacts in DashClicks for new entries in Paperless Forms

Add new Formstack submissions to DashClicks as business contacts

Create new DashClicks business contacts from new Formidable Forms entries

Add new Formstack submissions to DashClicks as persons

Create new DashClicks businesses from new Squarespace form submissions

Create DashClicks contacts from new Squarespace form submissions

Add new SurveyMonkey responses as DashClicks contacts

Create DashClicks contacts from new Gravity Forms submissions

Create DashClicks business contacts from new Interact leads

Create new DashClicks business contacts from new VideoAsk responses

Create DashClicks business contacts from new Instapage form submissions

Create new DashClicks contacts from new Formsite form results

Create new DashClicks business contacts from new OptinMonster leads

Add new Outgrow leads to DashClicks as persons instantly

Create new DashClicks businesses from new Outgrow leads

Create new DashClicks business contacts from new GoCanvas submissions

Add new involve.me submissions as contacts in DashClicks instantly

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.