Dubsado + Stan
Create Dubsado projects for new Stan customers in real-time
Effortlessly manage your business by automating the process of adding new Stan customers to your Dubsado account. With this workflow, every time a new customer is added in Stan, a corresponding project will be created in Dubsado, allowing you to keep your records up-to-date and streamlined. Save time and improve efficiency with this simple yet powerful automation.
Effortlessly manage your business by automating the process of adding new Stan customers to your Dubsado account. With this workflow, every time a new customer is added in Stan, a corresponding project will be created in Dubsado, allowing you to keep your records up-to-date and streamlined. Save time and improve efficiency with this simple yet powerful automation.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Project
Creates a new project.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
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 It
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
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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