Dubsado + LEX Reception
Create new Dubsado projects from new LEX Reception messages
Enhance your productivity by linking LEX Reception and Dubsado. This effortless workflow initiates when a new message is received in LEX Reception and subsequently crafts a corresponding project in Dubsado. This instant process removes the need for manual data input, facilitating efficient communication, and allowing you to concentrate more on project completion.
Enhance your productivity by linking LEX Reception and Dubsado. This effortless workflow initiates when a new message is received in LEX Reception and subsequently crafts a corresponding project in Dubsado. This instant process removes the need for manual data input, facilitating efficient communication, and allowing you to concentrate more on project completion.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Project
Creates a new project.
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New Message
Triggers when a new message is taken.
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
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
