Dubsado + MemberSpace

Dubsado + MemberSpace integrations

Create Dubsado projects from new MemberSpace memberships

Whenever a new membership is created in MemberSpace, set up your workflow to instantly kick off a project in Dubsado. This streamlined process saves you time, allowing you to stay organized and manage your client relationships effectively. Ideal for businesses or individuals who rely on MemberSpace for membership management and Dubsado for project organization, this workflow creates a bridge between these platforms, enhancing productivity and efficiency.

When this happens...
New MembershipOccurs when a member is added to a plan.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with MemberSpace and Dubsado

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

- Membership Plan
  Required
Trigger
Instant
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Created Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Trigger
Instant
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- Email
Action
Search
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

- Membership Plan
  Required
Trigger
Instant
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Updated Member Profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
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 MemberSpace

MemberSpace allows you to turn any part of your website into members-only with just a few clicks.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing