Create Zoom meetings for new Dubsado payments received
Effortlessly schedule Zoom meetings when new payments are received in Dubsado with this streamlined workflow. As soon as a payment comes in, a meeting will be created in Zoom, making it easy to connect with clients and discuss project updates. Save time and ensure a seamless client experience by automating these tasks.
Effortlessly schedule Zoom meetings when new payments are received in Dubsado with this streamlined workflow. As soon as a payment comes in, a meeting will be created in Zoom, making it easy to connect with clients and discuss project updates. Save time and ensure a seamless client experience by automating these tasks.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
- Free forever for core features
- 14 day trial for premium features & apps
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