Dubsado + SamCart

Create new Dubsado projects from new SamCart orders

Create an efficient workflow between SamCart and Dubsado using this automation. Whenever a new order comes in on SamCart, a project is instantly launched in Dubsado, ensuring your operations stay streamlined and organized. This helps in saving time and reducing the manual workload, allowing you to focus more on growing your business. Just set it up, and watch your process efficiency surge.

When this happens...
New Order
Triggers when a new order is made in SamCart.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

New Subscription Cancellation
Triggers when a subscription is cancelled.
Trigger
Instant
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- Filter By Product
Trigger
Instant
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New Refund
Triggers when a refund is made in SamCart.
Trigger
Instant
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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 errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Lead
Triggers when a new lead is made in SamCart.
Trigger
Instant
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Prospect Created
Triggers when a Prospect entry is created.
Trigger
Instant
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Subscription Charged
Triggers when a recurring subscription in SamCart is charged.
Trigger
Instant
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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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
Action
Write