Dubsado + vcita
Create new Dubsado projects from new vcita clients
Whenever you welcome a new client on vcita, this workflow will swiftly establish a project for them in Dubsado. Keeping your processes streamlined and efficient, this automation lets you focus on nurturing your client relationships, saving you the time and effort of manual data entry. Relax knowing that this workflow does the hard work, ensuring every new vcita client immediately has a corresponding project created in Dubsado.
Whenever you welcome a new client on vcita, this workflow will swiftly establish a project for them in Dubsado. Keeping your processes streamlined and efficient, this automation lets you focus on nurturing your client relationships, saving you the time and effort of manual data entry. Relax knowing that this workflow does the hard work, ensuring every new vcita client immediately has a corresponding project created in Dubsado.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Project
Creates a new project.
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New Appointment
Triggers when a new appointment is created.
Try ItCreated Invoice
Triggers when a new invoice is created
Try ItNew Payment
Triggers when a new payment is created.
Try ItAddressRequired
Allow Online Payment
Client IDRequired
CurrencyRequired
Due DateRequired
Invoice Number
Issued AtRequired
AmountRequired
Description
Discount
QuantityRequired
TitleRequired
Note
Send Email
Source Campaign
Source Channel
Source Name
Source URL
Staff ID
Status
Title
NameRequired
RateRequired
New Client
Triggers when new client is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItAddress
Email Address
First NameRequired
Last Name
Phone Number
Source campaign
Source channel
Source name
Source Url
Staff ID
Status
Tags
Client IDRequired
Title
Message TextRequired
Message DirectionRequired
Communication Channel
Staff ID
