Dubsado + Zoho Bookings
Create new Dubsado projects from new Zoho Bookings appointments
Streamline your project management by connecting Zoho Bookings with Dubsado. With this easy-to-use workflow, whenever a new appointment is booked in Zoho Bookings, a project is promptly created in Dubsado. This integration helps you save precious time and focus on the most important tasks at hand, ensuring your projects begin as soon as your appointments are scheduled.
Streamline your project management by connecting Zoho Bookings with Dubsado. With this easy-to-use workflow, whenever a new appointment is booked in Zoho Bookings, a project is promptly created in Dubsado. This integration helps you save precious time and focus on the most important tasks at hand, ensuring your projects begin as soon as your appointments are scheduled.
- When this happens...Appointment Booked
Triggers when a new appointment is booked.
- automatically do this!Create Project
Creates a new project.
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Appointment Canceled
Triggers when an appointment is canceled.
Try ItAppointment Rescheduled
Triggers when an appointment is rescheduled.
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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Appointment Booked
Triggers when a new appointment is booked.
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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