Dubsado + Zoom
Create Zoom meetings when Dubsado project statuses are updated
Effortlessly schedule Zoom meetings when a project status is updated in Dubsado with this seamless workflow. Once set up, this automation creates a new meeting in Zoom whenever there's a change in the project status within Dubsado. This helps you save time, stay organized, and ensures you never miss important meetings when project updates occur.
Effortlessly schedule Zoom meetings when a project status is updated in Dubsado with this seamless workflow. Once set up, this automation creates a new meeting in Zoom whenever there's a change in the project status within Dubsado. This helps you save time, stay organized, and ensures you never miss important meetings when project updates occur.
- When this happens...Project Status Updated
Triggers when a project's status is updated.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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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
