Dubsado + systeme.io

Create new projects in Dubsado when new tags are added to contacts in systeme.io

Streamline your project initiation process with this integration. When you add a new tag to a contact in systeme.io, a project is created in Dubsado simultaneously. This means you no longer have to manually transfer information between the two platforms, saving valuable time and ensuring consistency. Boost your productivity and keep your workflow running smoothly.

When this happens...
New Tag Added to Contact
Triggers when a tag is added to contact.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Instant
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- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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- CourseRequired
- Access TypeRequired
Action
Write
- CourseRequired
- Contact emailRequired
Action
Write

- CampaignRequired
- Contact emailRequired
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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
Action
Write

- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- TagRequired
Action
Write
- TagRequired
- Contact emailRequired
Action
Write
- CampaignRequired
Action
Write
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