Dubsado + SimpleTexting

Dubsado + SimpleTexting integrations

Create or update SimpleTexting contacts from new Dubsado projects as leads

Stay updated on your leads by using this workflow. When a new project is created as a lead in Dubsado, the workflow instantly creates or updates a contact in SimpleTexting. This ensures that all your contact information is updated speedily, enhancing your communications and engagement with potential clients. Stay organized and stay connected with this powerful workflow.

When this happens...
New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
TriggerInstant
automatically do this!
Create/Update a ContactCreates a new or updates an existing contact.
ActionWrite

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More things you can do with Dubsado and SimpleTexting

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

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
- Account phone
- Contact phone
Trigger
Instant
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- Account phone
- Contact phone
Trigger
Instant
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- List name
- Phone number
  Required
- First name
- Last name
- Email
- Notes
- Birthday
Action
Write

- Title
  Required
- List names
- Segment names
- Account phone
- Message mode
- Text body
  Required
- Unsubscribe text
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
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
- Account phone
- Contact phone
Trigger
Instant
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- Account phone
- Contact phone
Trigger
Instant
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- Contact phone
Trigger
Instant
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- Phone number
  Required
Action
Write
- Account phone
- Contact phone
  Required
- Message mode
- Text body
  Required
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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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About SimpleTexting

SimpleTexting is a text messaging platform that helps you reach your customers using one of the most effective channels: their text inbox. Send promotions, alerts, polls or reminders to your entire list in a matter of seconds.

HelpHelp

Related categories

Phone & SMS