Dubsado + SignUpGenius

Dubsado + SignUpGenius integrations

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 FilledTriggers when a new slot filled on a specific sign up.
TriggerPolling
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with SignUpGenius and Dubsado

Discover other triggers and actions you can use with SignUpGenius and Dubsado

- Active Sign Up
  Required
Trigger
Polling
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- Active Sign Up
  Required
Trigger
Polling
Try It
- Groups
  Required
- Member Id
  Required
Action
Write
- Groups
  Required
- Select Text to Search
  Required
- Email
  Required
- 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
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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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

- Group
  Required
Trigger
Polling
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- Groups
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Select Group to Search
  Required
- Select Text to Search
  Required
Action
Search
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 error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Dubsado

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

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CRM (Customer Relationship Management)

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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.