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Question

Regfox Registration that trigger a Dubsado worflow

R

I am hosting a workshop and want to use RegFox for participant registrations and once they are registered it would create ta new project and trigger an assigned workflow. Is this possible?

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Troy Tessalone
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Hi @rudneynovaes 

Check out the available triggers/actions for each app.

RegFox: https://zapier.com/apps/regfox/integrations#triggers-and-actions

Dubsado: https://zapier.com/apps/dubsado/integrations#triggers-and-actions

 

 

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

@Troy Tessalone Right! But once the new project is created in DUBSADO how will dubsado know the workflow that should follow that new project? 

I want participants to register using RegFox, and when they register, they will be assigned to a workflow in dubsado within the new project. 

R

@Troy Tessalone 

Troy Tessalone
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@rudneynovaes 

There is this option in the configuration of the Dubsado Create Project

 

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

If you’re trying to connect different workshops to workflows, add a Filter as Step 2 in the Zap.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Liz_Roberts
sphynxautomation
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    Liz_Roberts
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sphynxautomation
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@Troy Tessalone beat me to the punch. :smile: Exactly what he said.

Liz_Roberts
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    Liz_Roberts
Matt_Boyden
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hi @rudneynovaes were you able to get this workflow set up okay? Let us know!

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