Dubsado + MemberVault

Dubsado + MemberVault integrations

Create new Dubsado projects when users are added to MemberVault products

Effortlessly streamline your onboarding process with this MemberVault to Dubsado integration. When a new user is added to a product in MemberVault, a project will be created in Dubsado, saving you time and ensuring a seamless experience for your clients. Stay organized and boost productivity with this efficient workflow.

When this happens...
User Added to a ProductTriggers when a user is signs up for a specified product. (manually adding users to the product will not trigger the Zap)
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with MemberVault and Dubsado

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

- Lesson
  Required
Trigger
Instant
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- Number of EP
  Required
Trigger
Instant
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- Action
  Required
- Product
  Required
Trigger
Instant
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- Consent
Trigger
Instant
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- Email
  Required
- Product
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

- Module
  Required
Trigger
Instant
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- Number of Views
  Required
Trigger
Instant
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- Product
  Required
Trigger
Instant
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- Email
  Required
- First Name
- Last Name
- Product
  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

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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About MemberVault

MemberVault is a Relationship Marketing Platform that allows users to host courses, membership and other digital products in one place.

Learn moreLearn moreHelpHelp

Related categories

Online Courses

Related Zap Templates

Add users to MemberVault products when new contracts are signed in Dubsado

Create new MemberVault users for each Dubsado project as they are added