ClickSend SMS + Dubsado
Create contacts in ClickSend SMS from new projects as leads in Dubsado
Streamline your processes between Dubsado and ClickSend SMS. As soon as a new project is marked as a lead in Dubsado, the workflow ensures swift creation of the corresponding contact in ClickSend SMS. This flow eliminates manual data entry, promptly adding new leads to your SMS marketing list. Enjoy efficient contact management process with this seamless pairing.
Streamline your processes between Dubsado and ClickSend SMS. As soon as a new project is marked as a lead in Dubsado, the workflow ensures swift creation of the corresponding contact in ClickSend SMS. This flow eliminates manual data entry, promptly adding new leads to your SMS marketing list. Enjoy efficient contact management process with this seamless pairing.
- 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 Contact
Creates a new contact in a 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
New Incoming SMS
Triggers when a new incoming sms is received.
Try It
