Dubsado + Microsoft Outlook
Create and send emails in Microsoft Outlook for new project leads in Dubsado
Stay on top of your leads and improve your client communication with this Dubsado to Microsoft Outlook workflow. When a new project is created as a lead in Dubsado, it automatically triggers an email to be sent via Microsoft Outlook. This seamless automation ensures timely communication with potential clients, helping you nurture leads and ultimately grow your business.
Stay on top of your leads and improve your client communication with this Dubsado to Microsoft Outlook workflow. When a new project is created as a lead in Dubsado, it automatically triggers an email to be sent via Microsoft Outlook. This seamless automation ensures timely communication with potential clients, helping you nurture leads and ultimately grow your business.
- When this happens...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.
- automatically do this!Send Email
Send an email from your Outlook account.
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Contract 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.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
