Dubsado + Planoly Creator Store

Dubsado + Planoly Creator Store integrations

Create new Dubsado projects from new 1:1 consultations orders in Planoly Creator Store

Improve efficiency in your consultation process with this intuitive workflow. Whenever a new 1-on-1 consultation order comes through on Planoly Creator Store, a relevant project is instantly established in Dubsado. This seamless integration not only saves valuable time but also ensures your Dubsado records are consistently updated, enhancing your consultation management.

When this happens...
New 1:1 Consultations OrderTriggers when a new 1:1 consultation is order placed.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Planoly Creator Store and Dubsado

Discover other triggers and actions you can use with Planoly Creator Store and Dubsado

Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
New ECourse Order
Triggers when a new eCourse order is placed.
Trigger
Instant
Try It
New Livestream Order
Triggers when a new livestream order is placed.
Trigger
Instant
Try It
One Time Tip Received
Triggers when a new one-time tip is received.
Trigger
Instant
Try It
New Shoutout & Q&A Order
Triggers when a new shoutout & Q&A order is placed.
Trigger
Instant
Try It

Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
Try It
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
Try It

Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New 1:1 Consultations Order
Triggers when a new 1:1 consultation is order placed.
Trigger
Instant
Try It
New Exclusive Content Order
Triggers when a new exclusive content order is placed.
Trigger
Instant
Try It
New Mailing List Entry
Triggers when there's a new mailing list entry.
Trigger
Instant
Try It
Recurring Tip Received
Triggers when a new recurring tip is received.
Trigger
Instant
Try It
New Transaction Confirmed
Triggers when a customer makes a purchase of any type from the creator.
Trigger
Instant
Try It
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
Try It
New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
Try It
- 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

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Planoly Creator Store

Planoly Creator Store is an online store builder that helps creators sell virtually any product on social media.

HelpHelp

Related categories

eCommerce