Dubsado + WeTravel
Create new Dubsado projects for your WeTravel customers
Streamline your client onboarding process with this efficient automation. When you add a new customer in WeTravel, this workflow will create a corresponding project in Dubsado, keeping your project management organized and up-to-date. Save time and maintain accurate records effortlessly by connecting your travel booking and CRM platforms.
Streamline your client onboarding process with this efficient automation. When you add a new customer in WeTravel, this workflow will create a corresponding project in Dubsado, keeping your project management organized and up-to-date. Save time and maintain accurate records effortlessly by connecting your travel booking and CRM platforms.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Project
Creates a new project.
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Lead Updated
Triggers when a lead gets updated
Try ItNew Lead
Triggers when a new lead is created.
Try ItTransaction Updated
Triggers whenever a transaction is updated, such as when rebooking to another trip.
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.
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New Customer
Triggers when a new customer is added.
Try ItNew Transaction
Triggers when a new transaction is added.
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
