Dubsado + Zenler

Create Dubsado projects for new Zenler sales

Automate your project creation process with this workflow that links Zenler and Dubsado seamlessly. When a new sale occurs in Zenler, it immediately creates a project in Dubsado, streamlining your workflow and ensuring your business stays organized. Save time and effort with this easy-to-implement automation.

When this happens...
New Sale
Triggers when a student enrolls in a course regardless of whether it's a free or a paid course.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

Course Complete
Triggers when a student completes a course.
Trigger
Instant
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New Live Class Registration
Triggers when a student registers zenler live class.
Trigger
Instant
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New Sale
Triggers when a student enrolls in a course regardless of whether it's a free or a paid course.
Trigger
Instant
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New Funnel Subscription
Triggers when a user subscribes to a funnel
Trigger
Instant
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- CourseRequired
- Plan
- First NameRequired
- Last Name
- EmailRequired
- Tag
Action
Write

- Live WebinarRequired
- Schedule
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- FunnelRequired
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
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
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

Lesson Complete
Triggers when a student completes a lesson in a course.
Trigger
Instant
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New Live Interactive Webinar Registration
Triggers when a user registers zenler live interactive webinars.
Trigger
Instant
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New User
Triggers when a new user signs up on the site.
Trigger
Instant
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- First NameRequired
- Last Name
- EmailRequired
- Role
- Tag
Action
Write
- Live ClassRequired
- Schedule
- NameRequired
- EmailRequired
- Tag
Action
Write
- Live WebinarRequired
- Schedule
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- CourseRequired
- NameRequired
- EmailRequired
- Tag
Action
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
- 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
Action
Write