Dubsado + Omnisend
Add new Dubsado payments as subscribers in Omnisend
When a new payment comes in through Dubsado, have immediate peace of mind with this workflow that promptly adds a new subscriber in your Omnisend list. Convenient and efficient, this automation negates the need for manual data entry, ensuring every new payer in Dubsado is instantly recorded in Omnisend. Experience seamless payment processing and collector tracking without the stress.
When a new payment comes in through Dubsado, have immediate peace of mind with this workflow that promptly adds a new subscriber in your Omnisend list. Convenient and efficient, this automation negates the need for manual data entry, ensuring every new payer in Dubsado is instantly recorded in Omnisend. Experience seamless payment processing and collector tracking without the stress.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Create Subscriber
Creates or updates a subscriber with all provided values, i.e. name, phone number, tag, etc. Use tag to be able to add subscribers to segment in Omnisend.
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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
Email
Phone Number
Status
Status Date
Tags
First Name
Last Name
Contact Creation Date
Country
Country Code
State
Address
City
Postal or Zip Code
Gender
Birthdate
Opt-In Date
Opt-In IP
Custom Properties
Send Welcome Email
