Dubsado integration with SMS by Nekton
How to Get SMS messages when new leads are received in Dubsado
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Get SMS messages when new leads are received in Dubsado" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
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Dubsado actions
Nekton can use any feature that is available in Dubsado API.
Using our advanced AI, you can easily create custom automations for Dubsado.
Here are some typical actions you can do in your automated workflows.
Create Project
Creates a new project.
Contract Signed
Triggers when a client submits a signed contract.
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.
Project Status Updated
Triggers when a project's status is updated.
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.
New Payment Received
Triggers when a client makes a payment on an invoice.
About Dubsado
Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.