Rebecca Berg June 30th, 2017

New Feature: Zapier Integration

Zapier is a POWERFUL tool. The things it can do and the programs it can connect is quite amazing. This is why we are super happy to begin our Zapier journey. As of today, we have released two triggers that Zapier can work with.

NEW LEADS & RECEIVING A PAYMENT

Those are the first two points we have made our system connect with to Zapier! These are the two of the biggest things as well which is why we wanted to start with them first. Yes, of course we will be adding more endpoints for it to connect to, but baby steps, ya'll. ;)

To start ACCEPT our invite: CLICK HERE

Then, grab the API KEY in your Dubsado and enter that into Zapier.

Head to Zapier, and start your first Zap with Dubsado. Pick either new payment or new lead trigger.


Next, connect your account.

Once you click CONNECT AN ACCOUNT, it will prompt a pop-up to enter in the API key you had above! And click Yes, continue!



Now you can start creating your Zap.. Click SAVE and CONTINUE.


If you are creating a lead, you will have to create a fresh new lead just to test and pull info!
You will be prompted with an alert if needed.

If your test is successful, you can continue.


NOW you can add the action that takes place! This is the fun part. On this page you can search their hundreds of apps to connect with on the next action.


A HINT at some fun things you can do:

- Someone fills out your lead capture, send a text.
- Someone makes a payment, send an email to your husband that you are bringing home the bacon.
- Someone fills out your lead capture, add them to a Mailchimp list.