Dubsado + TidyCal

Dubsado + TidyCal integrations

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.

When this happens...
New BookingTriggers when a booking is created.
TriggerPolling
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with TidyCal and Dubsado

Discover other triggers and actions you can use with TidyCal and Dubsado

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
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Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
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New Contact
Triggers when a contact is added.
Trigger
Polling
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- Team
  Required
Trigger
Polling
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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

New Booking
Triggers when a booking is created.
Trigger
Polling
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New Booking Type
Lists the booking types.
Trigger
Polling
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New Team
Lists the teams.
Trigger
Polling
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- Team
  Required
Trigger
Polling
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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

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 TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn moreLearn moreHelpHelp

Related categories

Calendar

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Create new Dubsado projects from new TidyCal team bookings

Related Zap Templates

Create new Dubsado projects from new TidyCal team bookings