Dubsado + Planning Pod Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Dubsado and Planning Pod.
It's easy to connect Dubsado + Planning Pod and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
Triggers when a client submits a signed contract.
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Triggers when a project's status is updated.
Triggers when a new attendee is created in an event.
Triggers when a contract has been signed.
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Triggers when a client makes a payment on an invoice.
Triggers when a new appointment is created in the calendar.
Triggers when a new contact is created.
Triggers when a new deposit is created.
- Step 1: Authenticate Dubsado + Planning Pod.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.