Dubsado + Twilio

Send smss with Twilio when new projects as leads are created in Dubsado

Stay updated with your latest project leads from Dubsado efficiently. With this workflow, anytime a New Project is marked as a Lead on Dubsado, a text notification is instantly sent through Twilio. This way, you never miss a significant update and can keep tabs on your project leads effectively. Streamline your communication process with this simple Dubsado to Twilio setup.

Stay updated with your latest project leads from Dubsado efficiently. With this workflow, anytime a New Project is marked as a Lead on Dubsado, a text notification is instantly sent through Twilio. This way, you never miss a significant update and can keep tabs on your project leads effectively. Streamline your communication process with this simple Dubsado to Twilio setup.

  1. When this happens...
    DubsadoDubsado
    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.

    TriggerInstant
  2. automatically do this!
    TwilioTwilio
    Send SMS

    Send a SMS to a number or numbers.

    ActionWrite
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Supported triggers and actions

  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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
dubsado logo
dubsado logo

About Dubsado

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

Related categories

  • CRM (Customer Relationship Management)

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twilio logo
twilio logo

About Twilio

An easy tool for developers to send and receive SMS and voice calls.
Learn more

Related categories

  • Phone & SMS

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