Dubsado + Kit

Create projects in Dubsado for new Kit purchases

Streamline your client onboarding process by connecting Kit and Dubsado with this efficient workflow. When a new purchase occurs in Kit, a project will be created in Dubsado, ensuring seamless organization and timely management of your new clients. Save time and stay organized with this convenient automation.

When this happens...
New Purchase
Triggers when a new purchase is added to your account.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- SequenceRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
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- Transaction IDRequired
- EmailRequired
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
- Product SKU
- Product price
- Product quantity
Action
Write

- TagRequired
- EmailRequired
- First Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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 Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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- TagRequired
Trigger
Instant
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- FormRequired
- EmailRequired
- First Name
- Optin to Sequence
Action
Write
- SequenceRequired
- EmailRequired
- First Name
Action
Write
- Subscriber IDRequired
- TagRequired
Action
Write
- Email AddressRequired
Action
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
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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

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Kit

Kit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Learn more

Related categories

Drip Emails

Dubsado + Kit

Create projects in Dubsado for new Kit purchases

Supported triggers and actions

New Form Subscriber

New Sequence Subscriber

Subscriber Added to Tag

New Unsubscribe

Create or Update Purchase

Add Tag to Subscriber

API Request (Beta)

Contract Signed

New Project as Lead

Project Status Updated

API Request (Beta)

New Purchase

New Subscriber

Tag Removed From Subscriber

Add Subscriber to Form

Add Subscriber to Sequence

Remove Tag From Subscriber

Find Subscriber

New Project as Job

New Payment Received

Create Project

About Dubsado

Related categories

Similar apps

Zapier Interfaces

About Kit

Related categories

Similar apps

Mailchimp

Campaign Monitor

GetResponse

Related Zap Templates

Related Zap Templates