Dubsado + Formilla
Create new Dubsado projects from Formilla chat transcripts
Keep your work organized and efficient by turning chat transcripts into new projects seamlessly with this workflow. When a transcript is completed in Formilla, a new project is immediately initiated in Dubsado. Not only does this streamline your process, it also ensures that no important tasks or information from your chat sessions fall through the cracks. Increase your productivity and enhance your workflow with this automation setup.
Keep your work organized and efficient by turning chat transcripts into new projects seamlessly with this workflow. When a transcript is completed in Formilla, a new project is immediately initiated in Dubsado. Not only does this streamline your process, it also ensures that no important tasks or information from your chat sessions fall through the cracks. Increase your productivity and enhance your workflow with this automation setup.
- When this happens...Chat Transcript
Triggers when a chat ends.
- automatically do this!Create Project
Creates a new project.
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Chat Transcript
Triggers when a chat ends.
Try ItOffline Email
Triggers when a new offline email is submitted.
Try ItNew 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.
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New Subscriber
Triggers when a new subscriber is submitted.
Try ItContract 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.
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