Bonjoro + Dubsado
Bonjoro + Dubsado
Create tasks in Bonjoro for every new project as job in Dubsado
When a new project is initiated in Dubsado, streamline your process by creating tasks in Bonjoro concurrently. This automation ensures your task creation aligns seamlessly with new projects, maximizing productivity and minimizing the chance for oversights or delays. Utilize this workflow and focus on delivering exceptional results for each project rather than overseeing mundane admin tasks.
- 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!Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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More things you can do with Dubsado and Bonjoro
Discover other triggers and actions you can use with Dubsado and Bonjoro
- 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- Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Try ItTriggerInstant
