Brilliant Directories + Dubsado
Create leads in Brilliant Directories for new projects in Dubsado
Connect your Dubsado and Brilliant Directories accounts to streamline your workflow more effectively. Whenever a new project is considered a lead in Dubsado, this integration swiftly generates a lead in Brilliant Directories, keeping your sales pipeline updated and improving the overall lead management process. This seamless liaison between the two apps enhances productivity and ensures no potential client slips through the cracks.
Connect your Dubsado and Brilliant Directories accounts to streamline your workflow more effectively. Whenever a new project is considered a lead in Dubsado, this integration swiftly generates a lead in Brilliant Directories, keeping your sales pipeline updated and improving the overall lead management process. This seamless liaison between the two apps enhances productivity and ensures no potential client slips through the cracks.
- 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 new lead record in your Brilliant Directories website database.
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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
Help Text
Field To SearchRequired
Field To Search Value
Try It
