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Set up your first integration
Quickly connect Dubsado to Kit with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dubsado with Kit - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Add Subscriber to Form" in Kit.
You’re connected!
Zapier seamlessly connects Dubsado and Kit, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- FormRequired
Try ItTriggerInstant
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Practical ways you can use Dubsado and Kit
Track new Dubsado leads in Kit.
When a new lead is created in Dubsado, Zapier will automatically add them as a new subscriber to your Kit email list. This saves time and ensures that your email list stays current, so you can engage every lead.
Business OwnerTag Kit subscribers when contracts are signed.
When a client submits a signed contract in Dubsado, Zapier will automatically tag the corresponding subscriber in Kit. This keeps your email segmentation accurate and helps you target clients more effectively.
Marketing & Marketing OpsAdd project leads in Dubsado to an email sequence.
When a project is created as a lead in Dubsado, Zapier will automatically add them to an email sequence in Kit. This streamlines client onboarding and ensures clear communication from the start.
Project Management
