An automated workflow using zapier
Connects Dubsado + SMS
Send SMS messages for new projects created as leads in Dubsado
About this workflow template
This automation scenario allows you to connect Dubsado and SMS
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Dubsado
New Project as Lead in Dubsado
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Then this action happens in SMS
Send SMS in SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send SMS messages for new projects created as leads in Dubsado.
Part I
Configure Applications
First, we need to connect Dubsado and SMS to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Dubsado to Zapier.
Give Zapier access to your Dubsado account, using Dubsado credentials.
Connect SMS to Zapier.
Give Zapier access to your SMS account, using SMS credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Dubsado
Choose the following trigger: 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.).
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.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Dubsado and SMS.
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 Send SMS messages for new projects created as leads in Dubsado!
Related Automation Templates
Supported triggers and actions
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.
triggerbyzapierContract signed
Triggers when a client submits a signed contract.
triggerbyzapierNew payment received
Triggers when a client makes a payment on an invoice.
triggerbyzapierNew 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.
triggerbyzapierProject status updated
Triggers when a project's status is updated.
triggerbyzapierNew lead (legacy)
Triggers when a lead is manually created, a Lead Capture Form is Filled out, or a Public Proposal is filled out.
triggerbyzapier
Send sms
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
actionbyzapierautomateiopipedreamSend me an sms
This Action will send an SMS to your mobile phone.
actionbyiftttCall phone
Make a phone call to a number. Notice that a successful action means that the call has been queued, not completed. (Deprecated, no longer available for new customers)
actionbyzapierSend sms (legacy)
Send an SMS to a number.
actionbyzapierSend ifttt an sms tagged
Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).
triggerbyiftttSend ifttt any sms
This Trigger fires every time you send any SMS to your IFTTT phone number.
triggerbyifttt
Apps you need
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
