Request customer feedback in Cruise Control when project status gets updated in Dubsado
Elevate your project management with this streamlined communication workflow. With a simple update in the Dubsado app, this automation will request customer feedback in the Cruise Control app instantly. It's an easy way to keep your team and clients on the same page without any extra effort. Enhance your customer service and project tracking by letting this workflow do the work for you.
Elevate your project management with this streamlined communication workflow. With a simple update in the Dubsado app, this automation will request customer feedback in the Cruise Control app instantly. It's an easy way to keep your team and clients on the same page without any extra effort. Enhance your customer service and project tracking by letting this workflow do the work for you.
- When this happens...Project Status Updated
Triggers when a project's status is updated.
- automatically do this!Request Customer Feedback
Send customer feedback request via email / SMS
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Contract 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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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.
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
Customer First NameRequired
Customer Last NameRequired
EmailRequired
Mobile Phone
Status
Ignore Blank Status?Required