Dubsado + E-Cinch
Create new Dubsado projects from new E-Cinch carts
Streamline your e-commerce processes with this dynamic workflow. When a new cart is created in E-Cinch, a corresponding project is instantly set up in Dubsado, saving you time and ensuring consistency. Ideal for online businesses, this setup offers an efficient way to manage customer orders and projects.
Streamline your e-commerce processes with this dynamic workflow. When a new cart is created in E-Cinch, a corresponding project is instantly set up in Dubsado, saving you time and ensuring consistency. Ideal for online businesses, this setup offers an efficient way to manage customer orders and projects.
- When this happens...New Cart
Triggers when a new cart is created.
- automatically do this!Create Project
Creates a new project.
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New Cart
Triggers when a new cart is created.
Try ItContract 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 It
Update Cart
Triggers when an existing cart is updated.
Try ItNew 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
