Dubsado + HoneyBook
Create new Dubsado projects from new HoneyBook inquiries
Enhance your project management process with this efficient workflow. When you receive a new inquiry in HoneyBook, it prompts the creation of a new project in Dubsado. This automation helps save time and ensures you don't miss any important client enquiries, allowing you to focus more on project execution rather than administrative tasks.
Enhance your project management process with this efficient workflow. When you receive a new inquiry in HoneyBook, it prompts the creation of a new project in Dubsado. This automation helps save time and ensures you don't miss any important client enquiries, allowing you to focus more on project execution rather than administrative tasks.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Project
Creates a new project.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Contract Signed
Triggers when a client submits a signed contract.
Try It
