Connect CertFusion with Dubsado

Introduction

Managing and verifying certifications in Dubsado can often become a liability due to inaccuracies and time-consuming manual processes. The integration of CertFusion with Dubsado brings a new level of efficiency, enabling real-time updates and error-free tracking of certifications. Explore our step-by-step guide to see how effortlessly you can set up this integration and start maximizing your productivity today.

Use Cases

Sales Teams need to generate and send personalized certificates of appreciation when a client completes a year of continuous service with the company. This integration with Dubsado automates the process by pulling client anniversary data, ensuring timely recognition and enhancing customer retention efforts.
Customer Onboarding Specialists need to issue customized welcome certificates when a new client signs their initial contract in Dubsado. This gesture adds a personal touch to the onboarding process, making new clients feel valued and strengthening the client-company relationship from the outset.
Event Managers need to distribute digital certificates of attendance immediately after a client participates in a company-hosted webinar or event tracked through Dubsado. Automating this process ensures participants receive their certificates in real-time, enhancing the attendee experience and boosting brand reputation.
Account Managers need to send certification of successful project completion when a project's final approval is recorded in Dubsado. This automated certificate issuance confirms the project's successful delivery to the client, providing formal acknowledgment and paving the way for future business opportunities.
Training Coordinators need to issue training completion certificates as soon as a client employee finishes a training module managed through Dubsado. This integration ensures immediate recognition of the employee’s achievement, encouraging continued engagement and professional development.

What CertFusion can automate with Dubsado

Real Dubsado events and commands you can chain to CertFusion through Zapier — no code required.

Dubsado Triggers

5 events

Contract Signed

Triggers when a client submits a signed contract.

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 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.

New Payment Received

Triggers when a client makes a payment on an invoice.

Project Status Updated

Triggers when a project's status is updated.

Dubsado Actions

2 commands

Create Project

Creates a new project.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Get Started with CertFusion

Get Started

Integration

Integrate CertFusion with Dubsado via Zapier

Popular Dubsado workflows on Zapier

Ready-made Zap templates you can adapt to issue CertFusion certificates when these Dubsado workflows run.

Add new Dubsado leads to Mailchimp lists

Do you use Mailchimp to send out important communications and email blasts to your leads or clients? Input those leads easily. Once set up, this Zapier integration will automatically new leads from Dubsado to your Mailchimp list.

Dubsado + Mailchimp

Get SMS messages when new leads are received in Dubsado

Our phones are crucial for staying on top of our business and in this age of mobile entrepreneurship, we want to be able to stay current with all our potential clients from anywhere. With this Zapier integration, you'll automatically get SMS notifications when you receive new leads in Dubsado so you can respond quickly and efficiently!

Dubsado + SMS by Zapier

Create Google Sheets rows for new Dubsado leads

Does using a spreadsheet help you keep track of all your clients? With this Zapier automation, when you receive a new lead in Dubsado, Zapier will automatically create a new row in Google Sheets so you can keep everything organized.

Dubsado + Google Sheets

Create Flodesk subscribers from new projects as leads in Dubsado

This integration creates Flodesk subscribers from new projects as leads in Dubsado.

Dubsado + Flodesk

Create Dubsado projects for new appointments in Acuity Scheduling

When you set appointments with new clients, you'll want to capture the details in your business management tool too. Zapier helps by creating projects in Dubsado when there are new appointments in Acuity Scheduling. Now you can easily track your billable time.

Acuity Scheduling + Dubsado

Create ClickUp tasks for new projects as leads in Dubsado

When you have new leads added that need project work, you'll also want to update your project organizing tool. This integration helps by automatically creating a task in ClickUp when there is a new project added as a lead in Dubsado. Your new projects will always start off on the right foot.

Dubsado + ClickUp

Create new Asana tasks for new Dubsado leads

Asana is an amazing tool for staying on top of your work, specific tasks and projects. With this Zapier integration, new tasks will be automatically created in Asana when you receive leads in Dubsado.

Dubsado + Asana

Create Trello cards for new projects as leads in Dubsado

When you have new leads added that need project work, you'll also want to update your project organizing tool. This integration helps by automatically creating a card in Trello when there is a new project added as a lead in Dubsado. Your new projects will always start off on the right foot.

Dubsado + Trello

Get SMS notifications when new Dubsado payments are received

Our phones are crucial for staying on top of our business. We're mobile entrepreneurs and having up to the minute financial updates is vital. With this Zapier integration, you'll automatically get SMS notifications whenever you receive new payments in Dubsado so you can keep business moving!

Dubsado + SMS by Zapier

Record Wave sales for new payments received in Dubsado

When you receive new payments from customers, you'll want the payment info added to your account software. This integration makes it easy by automatically recording a sale in Wave when there is a new payment received in Dubsado. You won't have to hunt for missing sales at the end of the month anymore.

Dubsado + Wave

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