Get SMS messages when new leads are received in Dubsado

First, we need to connect Dubsado and SMS to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Dubsado to Zapier.

  Give Zapier access to your Dubsado account, using Dubsado credentials.

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  Connect SMS to Zapier.

  Give Zapier access to your SMS account, using SMS credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Dubsado

  Choose the following trigger: New Lead (Legacy) (Triggers when a lead is manually created, a Lead Capture Form is Filled out, or a Public Proposal is filled out.).

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  Then set up an Action for SMS

  Choose this action: Send SMS (Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.).

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  Then set up another Action for Dubsado

  Choose this action: 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.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Dubsado and SMS.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Get SMS messages when new leads are received in Dubsado!