Dubsado + Smith.ai Chat
Dubsado + Smith.ai Chat
Create Dubsado projects from new chats in Smith.ai Chats
Smith.ai live chat agents and automated chatbots capture and screen new contacts via your website, Facebook, and text message. To avoid manually logging each lead in your Dubsado account, use this Zapier integration to create a Dubsado project after each chat. Contact information and chat transcripts for your new chat leads will be available in your Dubsado account for automated follow-up and nurturing, resulting in more converted clients for your business.
- When this happens...New ChatTriggers when a new chat is created.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with Smith.ai Chat and Dubsado
Discover other triggers and actions you can use with Smith.ai Chat and Dubsado
- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - 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
- 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
