Dubsado + systeme.io

Dubsado + systeme.io integrations

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 ContactTriggers when a tag is added to contact.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with systeme.io and Dubsado

Discover other triggers and actions you can use with systeme.io and Dubsado

- Campaign
  Required
Trigger
Instant
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- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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- Course
  Required
- Access Type
  Required
Action
Write
- Course
  Required
- Contact email
  Required
Action
Write

- Campaign
  Required
- Contact email
  Required
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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
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- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Tag
  Required
Action
Write
- Tag
  Required
- Contact email
  Required
Action
Write
- Campaign
  Required
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 error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

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CRM (Customer Relationship Management)

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About systeme.io

Systeme.io allows you to build sales funnels, send emails and automate your entire business.