Dubsado + SignUpGenius

Create new Dubsado projects from filled slots in SignUpGenius

Activate this workflow, and each time a new slot is filled in SignUpGenius, it will instantly kickstart a new project in Dubsado. With this streamlined process, you save on precious time and manual data entry, giving you more minutes to concentrate on vital tasks. Make the most out of your SignUpGenius slots with this practical automation.

When this happens...
New Slot Filled
Triggers when a new slot filled on a specific sign up.
TriggerScheduled
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

What does this mean?

- Active Sign UpRequired
Trigger
Scheduled
Try It
- Active Sign UpRequired
Trigger
Scheduled
Try It
- GroupsRequired
- Member IdRequired
Action
Write
- GroupsRequired
- Select Text to SearchRequired
- EmailRequired
- First Name
- Last Name
Action
Search or write
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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
Action
Write

- GroupRequired
Trigger
Scheduled
Try It
- GroupsRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Select Group to SearchRequired
- Select Text to SearchRequired
Action
Search
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Dubsado

Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About SignUpGenius

SignUpGenius is an organizational tool that takes away the hassle of coordinating groups so your organization can focus on its impact on your community.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Dubsado + SignUpGenius

Create new Dubsado projects from filled slots in SignUpGenius

New Event

New Slot Filled

Active Sign UpRequired

Delete Group Member

GroupsRequired

Member IdRequired

Find or Create Member

GroupsRequired

Select Text to SearchRequired

EmailRequired

First Name

Last Name

New Project as Job

New Payment Received

Create Project

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

New Group Member

GroupRequired

Create Group Member

GroupsRequired

EmailRequired

First Name

Last Name

Find Group Member

Select Group to SearchRequired

Select Text to SearchRequired

Contract Signed

New Project as Lead

Project Status Updated

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

About Dubsado

Related categories

Similar apps

Zapier Interfaces

About SignUpGenius

Related categories

Similar apps

Zapier Interfaces