Dubsado + TidyCal

Dubsado + TidyCal integrations

Create new Dubsado projects from new TidyCal team bookings

Streamline your project management with this efficient workflow. When a new team booking is made in TidyCal, a corresponding project is instantly created in Dubsado. This seamless process eliminates the need for manual data entry, ensuring that your business stays organized and productive.

When this happens...
New Team BookingLists the team bookings.
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

Related Zap Templates

Create new Dubsado projects from new TidyCal bookings

Related Zap Templates

Create new Dubsado projects from new TidyCal bookings