Brevo + Dubsado

Update and manage contacts in Brevo when project status is updated in Dubsado

Stay on top of your project management with this seamless workflow. Whenever a project status is updated in Dubsado, the corresponding contact will be swiftly added or updated in Brevo. This automation ensures you maintain accurate and up-to-date contact records across both platforms with no additional work on your end. Simplify your business process and focus on what matters the most, while this integration handles the rest.

Stay on top of your project management with this seamless workflow. Whenever a project status is updated in Dubsado, the corresponding contact will be swiftly added or updated in Brevo. This automation ensures you maintain accurate and up-to-date contact records across both platforms with no additional work on your end. Simplify your business process and focus on what matters the most, while this integration handles the rest.

  1. When this happens...
    DubsadoDubsado
    Project Status Updated

    Triggers when a project's status is updated.

    TriggerInstant
  2. automatically do this!
    BrevoBrevo
    Add or Update Contact

    Adds or updates a contact.

    ActionWrite
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Supported triggers and actions

  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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
    • Campaign StatusRequired

    Trigger
    Polling
    Try It
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brevo logo

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Related categories

  • Email Newsletters
dubsado logo
dubsado logo

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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