Dubsado + Zoom
Create Zoom webinar registrants from newly signed Dubsado contracts
Streamline your onboarding process by connecting Dubsado and Zoom with this efficient automation. When a contract is signed in Dubsado, a webinar registrant will be created in Zoom, ensuring new clients are seamlessly added to your upcoming webinars without any manual work. Stay organized and save time, so you can focus on providing the best service to your clients.
Streamline your onboarding process by connecting Dubsado and Zoom with this efficient automation. When a contract is signed in Dubsado, a webinar registrant will be created in Zoom, ensuring new clients are seamlessly added to your upcoming webinars without any manual work. Stay organized and save time, so you can focus on providing the best service to your clients.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create Webinar Registrant
Creates a new webinar registrant.
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Contract 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.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try It
