Dubsado + Kajabi

Dubsado + Kajabi integrations

Grant access to Kajabi offers for new Dubsado project leads

Streamline your workflow by granting access to a Kajabi offer when a new project is created as a lead in Dubsado. This seamless process ensures that potential clients can promptly access the desired offer, boosting conversion rates and maintaining customer satisfaction throughout the sales journey.

When this happens...
New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
TriggerInstant
automatically do this!
Grant Access to an OfferGrants a new or existing member access to an Offer and its Products.
ActionWrite

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More things you can do with Dubsado and Kajabi

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

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
- Site
  Required
- Form
  Required
Trigger
Instant
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- Site
  Required
- Offer
Trigger
Instant
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- Site
  Required
- Tag
Trigger
Instant
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- Site
  Required
- Offer
  Required
- Member Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site ID
  Required
- Offer ID
  Required
- External User ID
  Required
Action
Write

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
- Site
  Required
- Assessment
  Required
Trigger
Instant
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- Site
  Required
Trigger
Instant
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- Site
  Required
- Offer
Trigger
Instant
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- Tag
- Site
  Required
Trigger
Instant
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- Site
  Required
- Form
  Required
Action
Write

About Dubsado

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

HelpHelp

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eCommerce

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Dubsado + Kajabi

Dubsado + Kajabi

Grant access to Kajabi offers for new Dubsado project leads

More things you can do with Dubsado and Kajabi

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