Aisle Planner + Dubsado
Create new leads in Aisle Planner for new projects in Dubsado
Enhance your planning process with this efficient workflow. When a project emerges as a lead in Dubsado, it simultaneously surfaces as a lead in Aisle Planner. By bridging the two platforms, your productivity gets a much-needed boost, ensuring that no potential leads slip through the cracks in hectic project management scenarios. Witness a seamless progression of tasks, as this workflow bears the load, elevating your efficiency.
Enhance your planning process with this efficient workflow. When a project emerges as a lead in Dubsado, it simultaneously surfaces as a lead in Aisle Planner. By bridging the two platforms, your productivity gets a much-needed boost, ensuring that no potential leads slip through the cracks in hectic project management scenarios. Witness a seamless progression of tasks, as this workflow bears the load, elevating your efficiency.
- When this happens...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.
- automatically do this!Create Lead
Creates a new lead.
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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
New Lead
Trigger when a new lead is created.
Try It
