Dubsado + Kajabi

Create Kajabi form submissions when new Dubsado contracts are signed

Effortlessly streamline your onboarding process with this Dubsado to Kajabi automation. When a contract is signed in Dubsado, this workflow instantly creates a form submission in Kajabi, saving you time and ensuring a seamless experience for your clients. No more manual data entry or juggling multiple tools – focus on growing your business while this integration handles the rest.

Effortlessly streamline your onboarding process with this Dubsado to Kajabi automation. When a contract is signed in Dubsado, this workflow instantly creates a form submission in Kajabi, saving you time and ensuring a seamless experience for your clients. No more manual data entry or juggling multiple tools – focus on growing your business while this integration handles the rest.

  1. When this happens...
    DubsadoDubsado
    Contract Signed

    Triggers when a client submits a signed contract.

    TriggerInstant
  2. automatically do this!
    KajabiKajabi
    Create Form Submission

    Submits a Form on behalf of a contact. This will opt in the contact for email marketing.

    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
    • SiteRequired

    • AssessmentRequired

    Trigger
    Instant
    Try It
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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kajabi logo
kajabi logo

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Related categories

  • eCommerce

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