Dubsado + Formilla

Dubsado + Formilla integrations

Create new Dubsado projects from Formilla chat transcripts

Keep your work organized and efficient by turning chat transcripts into new projects seamlessly with this workflow. When a transcript is completed in Formilla, a new project is immediately initiated in Dubsado. Not only does this streamline your process, it also ensures that no important tasks or information from your chat sessions fall through the cracks. Increase your productivity and enhance your workflow with this automation setup.

When this happens...
Chat TranscriptTriggers when a chat ends.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with Formilla and Dubsado

Discover other triggers and actions you can use with Formilla and Dubsado

Chat Transcript
Triggers when a chat ends.
Trigger
Instant
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Offline Email
Triggers when a new offline email is submitted.
Trigger
Instant
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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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

New Subscriber
Triggers when a new subscriber is submitted.
Trigger
Instant
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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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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

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Related categories

CRM (Customer Relationship Management)

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About Formilla

Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.

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Related categories

Customer Support