Dubsado + Kajabi

Dubsado + Kajabi integrations

Create new Dubsado projects when tags are added in Kajabi

This workflow provides an effective solution for maintaining consistency between Kajabi and Dubsado. When you label a new item in Kajabi, the same tag will be immediately applied to a new project in Dubsado, providing a seamless continuity. This simplifies organization across both platforms, reducing back-and-forth and freeing up more of your time to focus on business growth.

When this happens...
Tag AddedTriggers when a tag is added to a contact.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with Kajabi and Dubsado

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

- 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

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
Try It
- 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

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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About Kajabi

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

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Dubsado + Kajabi

Dubsado + Kajabi

Create new Dubsado projects when tags are added in Kajabi

More things you can do with Kajabi and Dubsado

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