Dubsado + SimplyBook.me

Create new Dubsado projects from new SimplyBook.me bookings

Streamline your workflow between SimplyBook.me and Dubsado with this efficient automation. Whenever a new booking is made in SimplyBook.me, it instantly creates a project in Dubsado. This eliminates the need to manually transfer data between platforms, saving valuable time and improving accuracy. Perfect for businesses looking to keep their project management in sync with their booking system effortlessly.

When this happens...
New Booking
Triggers when a new booking is created.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

Cancelled Booking
Triggers when a booking is canceled.
Trigger
Instant
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New Booking
Triggers when a new booking is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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- Booking IDRequired
Action
Write
- Client nameRequired
- EmailRequired
- PhoneRequired
Action
Write

- Client IdRequired
Action
Search
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

Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Trigger
Instant
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New Client
Triggers when new client created.
Trigger
Instant
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New Offer
Triggers when a new offer is created.
Trigger
Instant
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- Provider IDRequired
- Service IDRequired
- Location ID
- Category ID
- Client IDRequired
- CountRequired
- Start datetimeRequired
Action
Write
- Booking IDRequired
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 errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write