Dubsado + vcita integrations
Create new Dubsado projects from new vcita clients
Whenever you welcome a new client on vcita, this workflow will swiftly establish a project for them in Dubsado. Keeping your processes streamlined and efficient, this automation lets you focus on nurturing your client relationships, saving you the time and effort of manual data entry. Relax knowing that this workflow does the hard work, ensuring every new vcita client immediately has a corresponding project created in Dubsado.
- When this happens...New ClientTriggers when new client is created.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with vcita and Dubsado
Discover other triggers and actions you can use with vcita and Dubsado
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - Created Invoice
Triggers when a new invoice is created
Try ItTriggerInstant - New Payment
Triggers when a new payment is created.
Try ItTriggerInstant - AddressRequired
- Allow Online Payment
- Client IDRequired
- CurrencyRequired
- Due DateRequired
- Invoice Number
- Issued AtRequired
- AmountRequired
- Description
- Discount
- QuantityRequired
- TitleRequired
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- NameRequired
- RateRequired
ActionWrite
- New Client
Triggers when new client is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is issued.
Try ItTriggerInstant - Address
- Email Address
- First NameRequired
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
ActionWrite- Client IDRequired
- Title
- Message TextRequired
- Message DirectionRequired
- Communication Channel
- Staff ID
ActionWrite
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Related categories
vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.
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