Acuity Scheduling + Dubsado
Acuity Scheduling + Dubsado
Create or update Acuity Scheduling clients when new projects are added in Dubsado
Simplify your client management process with this efficient workflow. Whenever you create a new project as a job in Dubsado, it updates or adds the client information in Acuity Scheduling. This automation ensures consistency across your business tools, saving you time and eliminating manual entry. Manage your client's appointments more effectively and streamline your operations.
- When this happens...New Project as JobTriggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
- 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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More things you can do with Dubsado and Acuity Scheduling
Discover other triggers and actions you can use with Dubsado and Acuity Scheduling
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - Project 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
ActionWrite- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Try ItTriggerPolling
Related Zap Templates
- Create Dubsado projects for new appointments in Acuity Scheduling
- Create Dubsado projects from new Acuity Scheduling appointments
- Create Acuity Scheduling api requests for new Dubsado payments received
- Create Acuity Scheduling api requests for new Dubsado lead projects
- Create Dubsado projects from new Acuity Scheduling product orders