Dubsado + Stan
Dubsado + Stan
Create Dubsado projects for new Stan customers in real-time
Effortlessly manage your business by automating the process of adding new Stan customers to your Dubsado account. With this workflow, every time a new customer is added in Stan, a corresponding project will be created in Dubsado, allowing you to keep your records up-to-date and streamlined. Save time and improve efficiency with this simple yet powerful automation.
- When this happens...New CustomerTriggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create ProjectCreates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Stan and Dubsado
Discover other triggers and actions you can use with Stan and Dubsado
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - 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
- Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItTriggerPolling - Pre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItTriggerInstant - 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
