Dubsado + TidyCal
Create new Dubsado projects from new TidyCal bookings
Streamline your project management process with this workflow. When a new booking happens in TidyCal, it prompts Dubsado to create a new project accordingly. This saves you the hassle of manual data entry and ensures no bookings fall through the cracks. Efficient and reliable, this workflow supports a more organized approach to managing your projects.
Streamline your project management process with this workflow. When a new booking happens in TidyCal, it prompts Dubsado to create a new project accordingly. This saves you the hassle of manual data entry and ensures no bookings fall through the cracks. Efficient and reliable, this workflow supports a more organized approach to managing your projects.
- When this happens...New Booking
Triggers when a booking is created.
- automatically do this!Create Project
Creates a new project.
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Cancelled Booking
Triggers when a booking is cancelled.
Try ItNew Contact
Triggers when a contact is added.
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.
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New Booking
Triggers when a booking is created.
Try ItContract 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.
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