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Set up your first integration
Quickly connect Dubsado to SMS by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dubsado with SMS by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Send SMS" in SMS by Zapier.
You’re connected!
Zapier seamlessly connects Dubsado and SMS by Zapier, automating your workflow.
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Frequently Asked Questions about Dubsado + SMS by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and SMS by Zapier
How do I set up a trigger in Dubsado to send an SMS via Zapier?
To set up a trigger, you’ll need to create a Zap that connects your Dubsado account to SMS by Zapier. Start by selecting Dubsado as the ‘trigger app’ and choose the event that will prompt the SMS, such as 'New Project' or 'New Payment'. Once this is set, continue to configure the conditions and connect it with SMS by Zapier as the action step.
Can I customize the SMS message content when using Dubsado with Zapier?
Yes, you can customize your SMS content. In the action step where you select SMS by Zapier, you'll have an option to define what information is included in your message. You can use dynamic fields from Dubsado like client name, project details, or payment information to tailor each message.
What kind of data can be sent from Dubsado through an SMS using Zapier?
You can choose to send various data points such as client details, project updates, appointment reminders, or even payment confirmations through an SMS. Essentially, any information captured in a trigger event within Dubsado can be formatted into a text and sent via our platform.
Is it possible to send automated follow-up messages using Dubsado and Zapier?
Automated follow-ups are possible by creating a series of Zaps. You’ll configure initial condition-based triggers in Dubsado and then use separate Zaps for each subsequent follow-up action that sends an SMS based on earlier responses or time delays.
Are there any limits on how many messages I can send through Zapier’s integration with Dubsado?
There might be limits based on your subscription level with us. It’s important to check our pricing plans for any restrictions on usage limits related to sending SMS messages through this integration.
Can I integrate both incoming and outgoing message tracking between SMS and Dubsado via Zapier?
Currently, our integration primarily supports outgoing messages originating from actions within Dudsado triggers. While incoming message tracking isn't directly supported in this setup, you might explore other solutions we offer for handling communication logs more comprehensively.
Do I need technical skills to integrate Dubsado with SMS by Zapier?
No technical skills are required! Our platform is designed for ease of use with intuitive steps. Just follow the guide provided when setting up your Zaps—choosing triggers and actions—and you'll have your integration running smoothly in no time.
Practical ways you can use Dubsado and SMS by Zapier
Streamlining business operations
Automating routine operational tasks such as invoicing, data entry, and client follow-ups to free up time for focusing on core business growth.
Business OwnerAutomating lead nurturing
Designing a system to automatically send personalized emails, ads, and communication for potential leads based on their stage in the sales funnel.
Marketing & Marketing OpsCRM data synchronization and reporting
Automating data entry, updating contact records, and generating sales performance dashboards to streamline the sales process and improve efficiency.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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.
Try ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- Send_v2_copy
- From_number
- MessageRequired
ActionWrite
