Dubsado
SMS
zapier

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.

Diagram

Send SMS messages for new projects created as leads in Dubsado
Workflow diagram: Dubsado + SMS integration

How it works?

When this trigger fires in Dubsado

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

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.

    Create Zapier account if you don't have one.

  • Connect Dubsado to Zapier.

    Connect Dubsado to Zapier.

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

  • Connect SMS to Zapier.

    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

    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

    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

    Customize data flow

    Configure the data that is exchanged between Dubsado and SMS.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Dubsado

    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.

    zapier
    triggerbyzapier
  • Dubsado

    Contract signed

    Triggers when a client submits a signed contract.

    zapier
    triggerbyzapier
  • Dubsado

    New payment received

    Triggers when a client makes a payment on an invoice.

    zapier
    triggerbyzapier
  • Dubsado

    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.

    zapier
    triggerbyzapier
  • Dubsado

    Project status updated

    Triggers when a project's status is updated.

    zapier
    triggerbyzapier
  • Dubsado

    New lead (legacy)

    Triggers when a lead is manually created, a Lead Capture Form is Filled out, or a Public Proposal is filled out.

    zapier
    triggerbyzapier
  • SMS

    Send sms

    Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.

    zapierautomateiopipedream
    actionbyzapierautomateiopipedream
  • SMS

    Send me an sms

    This Action will send an SMS to your mobile phone.

    ifttt
    actionbyifttt
  • SMS

    Call 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)

    zapier
    actionbyzapier
  • SMS

    Send sms (legacy)

    Send an SMS to a number.

    zapier
    actionbyzapier
  • SMS

    Send ifttt an sms tagged

    Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).

    ifttt
    triggerbyifttt
  • SMS

    Send ifttt any sms

    This Trigger fires every time you send any SMS to your IFTTT phone number.

    ifttt
    triggerbyifttt

Apps you need

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