TextMagic SMS + Dubsado Integrations

How to connect TextMagic SMS + Dubsado

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Supported triggers and actions

What does this mean?

New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
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New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
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- PhoneRequired
  Contact phone number in the international E.164 format (without a plus sign) or in the local format.
- First Name
- Last Name
- Email
- Company Name
- ListsRequired
  Assign contact to these lists.
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
- Edit Existing Contact When Found
  If the the contact is found using a phone number, it will be updated with the passed data. If "No" is selected and contact already exists, you will see an error.
Action
Write
- Name
- Shared
  Should this list be shared with sub-accounts.
Action
Write
- Dedicated NumberRequired
  Your TextMagic dedicated number.
- Forward Calls ToRequired
  Calls to selected TextMagic number will be forwarded to this phone. Phone number should be entered in international format without the plus sign (e.g. 447624800500).
Action
Write

- EmailRequired
  Email address.
Action
Write
- Custom FieldRequired
  Custom Field ID.
- ContactRequired
  Contact ID.
- Custom Field Value
  Desired custom field value.
Action
Write

- Api Docs Info
  API docs for TextMagic SMS are located here https://www.textmagic.com/docs/api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
  Should this list be shared with sub-accounts.
Action
Search or write
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.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- Project Workflow
  The template workflow that should be applied and started when the project is created. Please do not use the "Use a Custom Value" option under "Other Options".
- Project Location: Name
  The name of the created project's location.
- Project Location: Address Line 1
  The address for the created project's location.
- Project Location: Address Line 2
  The address for the created project's location.
- Project Location: City
  The address for the created project's location.
- Project Location: State/Province
  The address for the created project's location.
- Project Location: Zip/Postal
  The address for the created project's location.
- Project Location: Country
  The address for the created project's location.
- Alternate Contact: First Name
  The client's alternate contact's first name.
- Alternate Contact: Last Name
  The client's alternate contact's last name.
- Alternate Contact: Phone
  The client's alternate contact's phone number.
- Alternate Contact: Email
  The client's alternate contact's email address.
- Client Address: Line 1
  The client's address.
- Client Address: Line 2
  The client's address.
- Client Address: City
  The client's address.
- Client Address: State/Province
  The client's address.
- Client Address: Zip/Postal
  The client's address.
- Client Address: Country
  The client's address.
- Client Company: Name
  The name of the client's company.
- Client Company: Email
  The client's company email address.
- Client Company: Phone
  The client's company phone number.
- Project Status
  The project status that should be assigned to the project when it's created. If no status is selected, the project will be created as a lead by default. Please do not use the "Use a Custom Value" option under "Other Options".
- Project Source
  The source for where this project was created from. Please do not use the "Use a Custom Value" option under "Other Options".
- TitleRequired
  The title of the created project.
- Start Date
  The date the created project begins on.
- End Date
  The date the created project ends on.
- Client First Name
  The client's first name.
- Client Last Name
  The client's last name.
- Client EmailRequired
  The client's email address.
- Client Phone Number
  The client's phone number.
Action
Write

New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
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New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
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- ListRequired
- ContactRequired
Action
Write
- ListRequired
- ContactRequired
Action
Write
- PhoneRequired
  Phone number in E.164 (international) or in National format.
- Country
  Phone number country code. This option must be specified only if the phone number in a National format.
Action
Write
- TextRequired
- Phones
  You should specify at least one phone number, contact or list. Phone numbers should be entered in the international E.164 format (without a plus sign) or in the local format.
- Contacts
  Message will be sent to these contacts.
- Lists
  Message will be sent to these lists.
- From
  One of allowed Sender ID (phone number or alphanumeric sender ID). If specified Sender ID is not allowed for some destinations, a fallback default Sender ID will be used to ensure delivery.
- Maximum SMS Parts Count
  Messages that are greater than this amount will be trimmed.
- Reference ID
  Optional custom message reference ID which can be used in your application infrastructure.
- Phone Numbers Format
  Please choose the format in which your phone numbers will be submitted.
- Phone Numbers Country
  If your phone numbers are in the local format, please choose the default origin country of your numbers.
- Schedule Message
  Schedule message to a specific date/time. This time is relative to Timezone field.
- Timezone
  Timezone of the Schedule Message field value. If not specified, your TextMagic account timezone will be used.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Contact Name or Phone
  Please specify a name or a number that you are searching for.
- Exact Match
  Return only exact search match instead of approximate search matches.
- Include Shared Contacts?
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
Action
Search
- Contact Name or Phone
  Please specify a name or a number that you are searching for.
- Exact Match
  Return only exact search match instead of approximate search matches.
- Include Shared Contacts?
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
- PhoneRequired
  Contact phone number in the international E.164 format (without a plus sign) or in the local format.
- First Name
- Last Name
- Email
- Company Name
- ListsRequired
  Assign contact to these lists.
- Edit Existing Contact When Found
  If the the contact is found using a phone number, it will be updated with the passed data. If "No" is selected and contact already exists, you will see an error.
Action
Search or write
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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New 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.
Trigger
Instant
Try It
Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
Try It

How TextMagic SMS + Dubsado Integrations Work

Step 1: Authenticate TextMagic SMS 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.

Connect apps

Connect TextMagic SMS + Dubsado

About TextMagic SMS

TextMagic is a business text-messaging service for sending notifications, alerts, reminders, confirmations and SMS marketing campaigns.

Learn more

Related categories

Phone & SMS

About Dubsado

Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Learn more

Related categories

CRM (Customer Relationship Management)

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TextMagic SMS + Dubsado Integrations

How to connect TextMagic SMS + Dubsado

Connect your apps and automate workflows

New Incoming Call

New Incoming Message

Create Contact

PhoneRequired

First Name

Last Name

Email

Company Name

ListsRequired

Phone Number Format

Country

Edit Existing Contact When Found

Create List

Name

Shared

Change Forwarding Number

Dedicated NumberRequired

Forward Calls ToRequired

Look Up Email

EmailRequired

Set Custom Field Value

Custom FieldRequired

ContactRequired

Custom Field Value

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find List

List Name

Include Shared Lists?

Find or Create List

List Name

Include Shared Lists?

Name

Shared

New Project as Job

New Payment Received

Create Project

Project 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 Missed Call

New Unsubscriber

Add Contact to List

ListRequired