Dubsado + Planoly Creator Store

Create new Dubsado projects from new 1:1 consultations orders in Planoly Creator Store

Improve efficiency in your consultation process with this intuitive workflow. Whenever a new 1-on-1 consultation order comes through on Planoly Creator Store, a relevant project is instantly established in Dubsado. This seamless integration not only saves valuable time but also ensures your Dubsado records are consistently updated, enhancing your consultation management.

When this happens...
New 1:1 Consultations Order
Triggers when a new 1:1 consultation is order placed.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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New ECourse Order
Triggers when a new eCourse order is placed.
Trigger
Instant
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New Livestream Order
Triggers when a new livestream order is placed.
Trigger
Instant
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One Time Tip Received
Triggers when a new one-time tip is received.
Trigger
Instant
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New Shoutout & Q&A Order
Triggers when a new shoutout & Q&A order is placed.
Trigger
Instant
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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

New 1:1 Consultations Order
Triggers when a new 1:1 consultation is order placed.
Trigger
Instant
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New Exclusive Content Order
Triggers when a new exclusive content order is placed.
Trigger
Instant
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New Mailing List Entry
Triggers when there's a new mailing list entry.
Trigger
Instant
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Recurring Tip Received
Triggers when a new recurring tip is received.
Trigger
Instant
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New Transaction Confirmed
Triggers when a customer makes a purchase of any type from the creator.
Trigger
Instant
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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