Dubsado + SignUpGenius

Create new Dubsado projects from filled slots in SignUpGenius

Activate this workflow, and each time a new slot is filled in SignUpGenius, it will instantly kickstart a new project in Dubsado. With this streamlined process, you save on precious time and manual data entry, giving you more minutes to concentrate on vital tasks. Make the most out of your SignUpGenius slots with this practical automation.

When this happens...
New Slot Filled
Triggers when a new slot filled on a specific sign up.
TriggerPolling
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- Active Sign UpRequired
Trigger
Polling
Try It
- Active Sign UpRequired
Trigger
Polling
Try It
- GroupsRequired
- Member IdRequired
Action
Write
- GroupsRequired
- Select Text to SearchRequired
- EmailRequired
- First Name
- Last Name
Action
Search or write
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

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

- GroupRequired
Trigger
Polling
Try It
- GroupsRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Select Group to SearchRequired
- Select Text to SearchRequired
Action
Search
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
Try It
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
Try It
Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
Try It
- 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 SignUpGenius

SignUpGenius is an organizational tool that takes away the hassle of coordinating groups so your organization can focus on its impact on your community.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Dubsado + SignUpGenius

Create new Dubsado projects from filled slots in SignUpGenius

Supported triggers and actions

New Event

New Slot Filled

Delete Group Member

Find or Create Member

New Project as Job

New Payment Received

Create Project

New Group Member

Create Group Member

Find Group Member

Contract Signed

New Project as Lead

Project Status Updated

API Request (Beta)

About Dubsado

Related categories

Similar apps

Zapier Interfaces

About SignUpGenius

Related categories

Similar apps

Zapier Interfaces