Dubsado + Smith.ai Chat
Create Dubsado projects from new chats in Smith.ai Chats
Smith.ai live chat agents and automated chatbots capture and screen new contacts via your website, Facebook, and text message. To avoid manually logging each lead in your Dubsado account, use this Zapier integration to create a Dubsado project after each chat. Contact information and chat transcripts for your new chat leads will be available in your Dubsado account for automated follow-up and nurturing, resulting in more converted clients for your business.
Smith.ai live chat agents and automated chatbots capture and screen new contacts via your website, Facebook, and text message. To avoid manually logging each lead in your Dubsado account, use this Zapier integration to create a Dubsado project after each chat. Contact information and chat transcripts for your new chat leads will be available in your Dubsado account for automated follow-up and nurturing, resulting in more converted clients for your business.
- When this happens...New Chat
Triggers when a new chat is created.
- automatically do this!Create Project
Creates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
New Chat
Triggers when a new chat is created.
Try ItNew 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.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
