Dubsado + Manychat

Create Dubsado projects from new or updated fields in Manychat

Stay organized and efficient with this workflow. When a custom field in your Manychat app is created or updated, it initiates the process of creating a new project in your Dubsado app. This results in an instant update of your project's list, eliminating the need to manually transfer every detail. Harness the power of automation and spend more time on what matters most to your business.

When this happens...
New or Updated Custom Field
Triggers when you add/update a selected custom field on a user.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
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New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
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- Custom FieldRequired
Trigger
Instant
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- UserRequired
- TagRequired
Action
Write
- UserRequired
- TagRequired
Action
Write

- UserRequired
- ContentRequired
Action
Write
- UserRequired
- Custom FieldRequired
- ValueRequired
Action
Write

- UserRequired
- SequenceRequired
Action
Write
- Custom FieldRequired
Action
Search
- NameRequired
Action
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
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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

- EventRequired
Trigger
Instant
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New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
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- TagRequired
Trigger
Instant
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- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has Opt In Sms
- Has Opt In Email
- Consent Phrase
Action
Write
- UserRequired
- Message tag
- Json dynamic messageRequired
Action
Write
- UserRequired
- Message tag
- Message textRequired
Action
Write
- UserRequired
- SequenceRequired
Action
Write
- Order IDRequired
Action
Search
- User IDRequired
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

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

Learn more