Dubsado

Why Integrate Teachfloor with Dubsado

Connecting Teachfloor with Dubsado through Zapier lets course creators bridge their client management system with their learning platform. Dubsado handles proposals, contracts, invoicing, and client communication, while Teachfloor delivers the educational experience. Together, they create a seamless workflow from client onboarding to course delivery.

This integration is especially valuable for service-based educators, coaches, and consultants who manage client relationships in Dubsado and deliver training content through Teachfloor.

Use Cases

Auto-Enroll Clients After Contract Signing

When a new project or workflow is triggered in Dubsado, Zapier uses the Teachfloor Invite action to enroll the client in the relevant course. This eliminates the manual step of sending course invitations after a client signs a contract or completes their onboarding form.

Tag Participants Based on Client Status

When a Dubsado project status changes, Zapier assigns a corresponding tag to the participant in Teachfloor. This lets you differentiate between prospect, active client, and past client within your learning platform, enabling tailored course communication for each group.

Sync Completions Back to Client Records

When a participant completes a course on Teachfloor, Zapier updates the corresponding Dubsado project or creates a note with the completion details. This keeps your client records comprehensive, showing both the business relationship and the educational progress in one place.

FAQ

Can I enroll clients in multiple courses from Dubsado?

Yes. You can create multiple Zaps or use Zapier paths to enroll a client in several Teachfloor courses based on which Dubsado package or service they purchased, automating multi-course access from a single trigger.

Does Dubsado payment confirmation trigger enrollment?

Yes. Depending on your Dubsado workflows, you can use payment-related triggers in Zapier to initiate the Teachfloor Invite action, ensuring clients get course access only after payment is confirmed.

Can I revoke course access when a Dubsado project is closed?

Yes. You can set up a Zap where closing or archiving a Dubsado project triggers the Teachfloor Course Revoke Access action, automatically removing the client from the associated course.