Dubsado + Kit

Tag new Kit subscribers when new payments are received in Dubsado

Stay updated with your subscribers' payments in Dubsado and maintain engagement in Kit with this seamless workflow. When a new payment is received in Dubsado, a tag will be instantly added to the respective subscriber in Kit. This not only saves you time but also helps you keep track of your most recent paying subscribers, enabling a more personalized approach in your marketing strategies.

Stay updated with your subscribers' payments in Dubsado and maintain engagement in Kit with this seamless workflow. When a new payment is received in Dubsado, a tag will be instantly added to the respective subscriber in Kit. This not only saves you time but also helps you keep track of your most recent paying subscribers, enabling a more personalized approach in your marketing strategies.

  1. When this happens...
    DubsadoDubsado
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    TriggerInstant
  2. automatically do this!
    KitKit
    Add Tag to Subscriber

    Add a subscriber to a specific tag.

    ActionWrite
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Supported triggers and actions

  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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
    • FormRequired

    Trigger
    Instant
    Try It
dubsado logo
dubsado logo

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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kit logo
kit logo

About Kit

Kit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Learn more

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