How to connect Smith.ai Chat + Dubsado
Zapier lets you send info between Smith.ai Chat and Dubsado automatically—no code required.
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- New ChatTriggers when a new chat is created.Trigger
- Contract SignedTriggers when a client submits a signed contract.Trigger
- New Project as JobTriggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.Trigger
- New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.Trigger
- New Payment ReceivedTriggers when a client makes a payment on an invoice.Trigger
- Project Status UpdatedTriggers when a project's status is updated.Trigger
- Create ProjectCreates a new project.Action
- Step 1: Authenticate Smith.ai Chat and Dubsado.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.