Dubsado + Text Request
Create or update Text Request contacts when new Dubsado projects become leads
This workflow springs into action when a new lead project arises in Dubsado, promptly establishing or updating the contact in Text Request. It helps you maintain a real-time, updated list of contacts, ensuring any lead captured in Dubsado is seamlessly reflected in Text Request. This efficient automation assists businesses in managing contacts consistently across platforms, saving time and minimizing administrative tasks.
This workflow springs into action when a new lead project arises in Dubsado, promptly establishing or updating the contact in Text Request. It helps you maintain a real-time, updated list of contacts, ensuring any lead captured in Dubsado is seamlessly reflected in Text Request. This efficient automation assists businesses in managing contacts consistently across platforms, saving time and minimizing administrative tasks.
- When this happens...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.
- automatically do this!Create or Update Contact
Creates a new contact or updates the name of an existing contact.
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Contract 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 ItProject Status Updated
Triggers when a project's status is updated.
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
Text Request PhoneRequired
Try It
