Acuity Scheduling + Dubsado
"add or update Acuity Scheduling clients when new contracts are signed in Dubsado"
When a contract is signed in Dubsado, this workflow will swiftly add or update client details in Acuity Scheduling. Perfect for streamlining your client management process and keeping track of your important business contacts. By leveraging this automation, you’ll ensure all client information is current and readily accessible in Acuity Scheduling the moment it's updated in Dubsado.
When a contract is signed in Dubsado, this workflow will swiftly add or update client details in Acuity Scheduling. Perfect for streamlining your client management process and keeping track of your important business contacts. By leveraging this automation, you’ll ensure all client information is current and readily accessible in Acuity Scheduling the moment it's updated in Dubsado.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
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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
Time Before (Unit)
Appointment Type
Calendar
Time BeforeRequired
Try It
