LiveAgent Dubsado

LiveAgent + Dubsado Integrations

Put LiveAgent + Dubsado to work with AI and enterprise-grade automation

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See the kind of workflows teams build with LiveAgent and Dubsado below — describe the exact one you want above and the Agent builds it on demand.

LiveAgent + Dubsado When a new customer is created in LiveAgent, create a corresponding client profile in Dubsado.
Open onboarding support tickets for newly closed deals When a deal is won in Dubsado, automatically create a ticket in LiveAgent so support engineers can initiate customer onboarding. See details
Log activity in CRM when customer tickets are created When a new ticket is created in LiveAgent, automatically log activity in Dubsado so account managers stay informed of open customer issues. See details
Update deal stages when critical support SLAs are breached If an SLA is breached in LiveAgent, automatically update the deal stage in Dubsado to alert sales leaders of potential account risks. See details

Browse the full workflow library →

Looking to achieve something else with LiveAgent and Dubsado?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for LiveAgent and Dubsado

Everything LiveAgent and Dubsado can do inside a workflow — the triggers that start one and the actions that run when it fires.

LiveAgent Explore LiveAgent →

LiveAgent is a customer service platform that combines multi-channel ticketing, live chat, and call center management.

Triggers
New Customer (Experimental)

Triggers when a new customer is added to system. (uses API v3).

New Customer

Triggers when a new customer is added to system.

Actions
Add Customer to Group

Add customer to group.

Create Conversation

Creates new conversation.

Add New Customer

Adds new contact/customer to system.

Remove Customer From Group

Removes customer from particular group.

Dubsado Explore Dubsado →

Dubsado is a business management and CRM application designed for freelancers and creative agencies to automate client onboarding, invoicing, and contracts.

Triggers
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.

Actions
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.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about LiveAgent + Dubsado

Is there a pre-built LiveAgent + Dubsado automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches LiveAgent and Dubsado's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built LiveAgent or Dubsado connector?

No. The Agent works whether or not LiveAgent or Dubsado already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

What business advantages come from linking Dubsado and LiveAgent?

It breaks down silos between sales and support, giving account managers visibility into tickets and allowing closed sales to trigger onboarding workflows.

Can closing a deal automatically generate a ticket for customer success?

Yes, marking a deal as won in Dubsado can automatically generate a ticket in LiveAgent for implementation support.

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