Dubsado + Kajabi
Grant access to Kajabi offers when new Dubsado contracts are signed
Effortlessly grant access to your Kajabi offers as soon as a contract is signed in Dubsado with this seamless workflow. When a client signs a contract in Dubsado, it instantly triggers the process to grant them access to the specified offer in your Kajabi platform. Streamline your sales and client onboarding experience, while saving valuable time for you and your team.
Effortlessly grant access to your Kajabi offers as soon as a contract is signed in Dubsado with this seamless workflow. When a client signs a contract in Dubsado, it instantly triggers the process to grant them access to the specified offer in your Kajabi platform. Streamline your sales and client onboarding experience, while saving valuable time for you and your team.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Grant Access to an Offer
Grants a new or existing member access to an Offer and its Products.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
SiteRequired
AssessmentRequired
Try It
