Dubsado + Keap Max Classic
Dubsado + Keap Max Classic
Tag Keap Max Classic contacts when new Dubsado projects become leads
Streamline your project management and client communication by connecting Dubsado and Keap Max Classic. With this workflow, whenever you create a new project as a lead in Dubsado, the corresponding contact in Keap Max Classic will be tagged for easy organization. Enhance your team's efficiency and never lose track of your contacts' status in the project pipeline.
- 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.
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More things you can do with Dubsado and Keap Max Classic
Discover other triggers and actions you can use with Dubsado and Keap Max Classic
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
ActionWrite
