SATORI Dubsado

SATORI + Dubsado Integrations, Built by an AI Agent

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

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

Enroll new CRM leads in marketing campaigns When a new lead is created in Dubsado, automatically add them to an onboarding campaign in SATORI so they receive relevant marketing materials instantly. See details
Create sales contacts from marketing leads When a new lead is captured in SATORI, automatically create a matching contact record in Dubsado so your sales team can begin outreach. See details
Tag active deals for targeted messaging When a deal stage changes in Dubsado, automatically apply a strategic tag to the contact in SATORI to trigger tailored follow-up messages. See details

Browse the full workflow library →

Looking to achieve something else with SATORI 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 SATORI and Dubsado

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

SATORI Explore SATORI →

SATORI is a marketing automation tool designed to help businesses collect, analyze, and convert online visitors into qualified leads.

Actions
Register Customer

Create or Update customer triggered by another app. You can refer an online manual below (Japanese only). https://satorihelp.zendesk.com/hc/ja/articles/360000473393

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 SATORI + Dubsado

Is there a pre-built SATORI + Dubsado automation?

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

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

No. The Agent works whether or not SATORI 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.

How do Dubsado and SATORI work together to nurture leads?

When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.

Will customer unsubscribe status sync across both tools?

Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Dubsado and SATORI to maintain compliance.

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