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  • Is there a way to trigger an offboarding email sequence from Dubsado if we close out a project in ClickUp?
Best answer

Is there a way to trigger an offboarding email sequence from Dubsado if we close out a project in ClickUp?

  • 23 January 2023
  • 3 replies
  • 26 views
A

Is there a way to trigger an offboarding email sequence from Dubsado if we close out a project in ClickUp

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Best answer by SamB 27 January 2023, 11:51

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3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @abbyhelpsyou 

Good question.

This is the only Dubsado Zap trigger.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A

I was hoping I could find a way to do this with Zapier. Thank you 🙃

SamB
Rank
Userlevel 7
Badge +11

Hi there, @abbyhelpsyou! 

Troy is correct here, currently the only action available with the Dubsado app is to create a new project. I couldn’t see any existing feature requests open for the ability to add a client to an email sequence, but it’s a great idea! I’d recommend contacting our Support team to get a feature request open on your behalf. You can do that here: https://zapier.com/app/get-help

It’s not an immediate solution I know, but would flag up the need to have this action with the Dubsado app’s developers. And allow you to be notified by email as soon it becomes possible! 🙂

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