ClickFunnels Classic + Dubsado

Create projects in Dubsado from new contact activities in ClickFunnels Classic

Streamline your workflow and manage your projects efficiently with this automation. When a new contact activity occurs in ClickFunnels Classic, a corresponding project is immediately created in Dubsado. This is perfect for business owners and marketers who value prompt response and organization in one seamless process, eliminating the need for repetitive tasks and contributing to a more productive work environment.

When this happens...
New Contact Activity
Triggers when Contact activity record is created.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- Funnel
- Funnel Step
Trigger
Instant
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- Funnel
- Funnel Step
Trigger
Instant
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- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write

- EmailRequired
Action
Search
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

- Funnel
- Funnel Step
Trigger
Instant
Try It
- ListRequired
- EmailRequired
Action
Write
- FunnelRequired
- Funnel StepRequired
- PageRequired
- EmailRequired
Action
Write
- ListRequired
- EmailRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- EmailRequired
Action
Search or write
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