ClickFunnels Classic + Dubsado
Remove signed contract emails from ClickFunnels list when new contracts are signed in Dubsado
Streamline your client onboarding process by efficiently managing your email lists with this Dubsado and ClickFunnels integration. When a contract is signed in Dubsado, this workflow ensures the email address linked to the signed contract is removed from your ClickFunnels list. Save time and reduce manual tasks by automating the email list management for your new clients.
Streamline your client onboarding process by efficiently managing your email lists with this Dubsado and ClickFunnels integration. When a contract is signed in Dubsado, this workflow ensures the email address linked to the signed contract is removed from your ClickFunnels list. Save time and reduce manual tasks by automating the email list management for your new clients.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Remove Email From List
Remove a Contact Profile Email from List.
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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
Funnel
Funnel Step
Try It
