Send text messages to newly created leads

When a new lead is created in Dubsado, automatically send a welcome SMS via Project Broadcast to establish immediate contact.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Dubsado Explore Dubsado →

Triggers

New lead created

Fires when a new lead or contact is created in Dubsado.

Deal stage changed

Fires when a deal moves to a new stage in Dubsado.

Deal won

Fires when a deal is marked won in Dubsado.

Contact updated

Fires when a field on a contact changes in Dubsado.

Actions

Create or update contact

Creates or updates a contact in Dubsado.

Create deal

Creates a new deal in Dubsado.

Update deal stage

Moves a deal to a new stage in Dubsado.

Log activity

Logs a call, email, or note against a record in Dubsado.

Project Broadcast Explore Project Broadcast →

Triggers

New inbound SMS

Fires when a new text message is received in Project Broadcast.

New call

Fires when a new call comes in or out through Project Broadcast.

Missed call

Fires when a call is missed in Project Broadcast.

Call recording ready

Fires when a call recording finishes processing in Project Broadcast.

Actions

Send an SMS or MMS

Sends a text message through Project Broadcast.

Place an outbound call

Starts an outbound call via Project Broadcast.

Create or update a contact

Creates or updates a contact in Project Broadcast.

Send a voice message

Sends a recorded voice message via Project Broadcast.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Project Broadcast, automatically log the activity on the contact's record in Dubsado. See details

Dispatch text confirmations on won deals When a deal is won in Dubsado, send an automated SMS via Project Broadcast to confirm details with the client. See details

See all Dubsado + Project Broadcast integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Dubsado and Project Broadcast?

Yes — describe it in the box above and Knit's Integrations Agent researches Dubsado and Project Broadcast's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Dubsado and Project Broadcast help track phone communications?

Inbound calls, text messages, and missed calls handled in Project Broadcast can automatically log activities or update lead profiles directly inside Dubsado.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Dubsado can prompt Project Broadcast to send an automated SMS confirmation or message to the client.