Dubsado + Koalendar

Dubsado + Koalendar integrations

Create new Dubsado projects from new Koalendar bookings

Streamline your project creation process with this convenient automation. Whenever a new booking takes place in Koalendar, a project is instantly generated in Dubsado. This way, you can ensure a smooth transition from scheduling to project management, saving you time and enhancing efficiency.

When this happens...
New BookingTriggers when a new booking is scheduled.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with Koalendar and Dubsado

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

- Booking pages
Trigger
Instant
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- Booking pages
Trigger
Instant
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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

- Booking pages
Trigger
Instant
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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

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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CRM (Customer Relationship Management)

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About Koalendar

Koalendar is an appointment scheduling software that lets clients book meetings, fill intake forms, and pay online 24/7.

HelpHelp

Related categories

Scheduling & Booking