Dubsado + MemberSpace
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.
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 Membership
Occurs when a member is added to a plan.
- automatically do this!Create Project
Creates a new project.
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Membership PlanRequired
Try ItCreated Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Try ItEmail
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.
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Membership PlanRequired
Try ItUpdated 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.
Try ItContract 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.
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