Use Dubsado with AI Agents

Productivity-agent

Dubsado is a client management and workflow automation software designed for small businesses and freelancers. It offers features like client portals, proposal generation, invoicing, and project management.

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🔗 Connect and Use Dubsado

1. 🔑 Connect your Dubsado account

2. ✅ Select an action

3. 🚀 Go live with the agent

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API actions for Dubsado for AI assitants/agents

Language

PYTHON

Framework

Create Client

Create a new client in Dubsado with specified details.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CLIENT])

Send Invoice

Send an invoice to a client through Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SEND_INVOICE])

Create Form

Create a new form in Dubsado with specified fields and settings.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_FORM])

Schedule Appointment

Schedule a new appointment with a client in Dubsado's calendar.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SCHEDULE_APPOINTMENT])

Create Contract

Generate a new contract in Dubsado for a client.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CONTRACT])

Add Task

Create a new task in Dubsado for a project or client.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_TASK])

Send Email

Send an email to a client through Dubsado's email system.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SEND_EMAIL])

Create Proposal

Generate a new proposal for a client in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_PROPOSAL])

Update Client Info

Update existing client information in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_CLIENT_INFO])

Create Lead

Add a new lead to Dubsado's CRM system.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_LEAD])

Generate Report

Create a custom report in Dubsado based on specified criteria.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.GENERATE_REPORT])

Create Package

Create a new service package or bundle in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_PACKAGE])

Set Reminder

Set a reminder for a specific task or event in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SET_REMINDER])

Create Workflow

Create a new automated workflow in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_WORKFLOW])

Update Project Status

Change the status of a project in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_PROJECT_STATUS])

New Project

Triggered when a new project is created in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_PROJECT])

Invoice Paid

Triggered when a client pays an invoice in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.INVOICE_PAID])

Form Submitted

Triggered when a client submits a form in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.FORM_SUBMITTED])

Appointment Booked

Triggered when a client books an appointment through Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.APPOINTMENT_BOOKED])

Contract Signed

Triggered when a client signs a contract in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CONTRACT_SIGNED])

Task Completed

Triggered when a task is marked as completed in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED])

Email Opened

Triggered when a client opens an email sent through Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.EMAIL_OPENED])

Proposal Accepted

Triggered when a client accepts a proposal in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.PROPOSAL_ACCEPTED])

Client Status Changed

Triggered when a client's status is changed in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CLIENT_STATUS_CHANGED])

Lead Captured

Triggered when a new lead is captured in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LEAD_CAPTURED])

Project Completed

Triggered when a project is marked as completed in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.PROJECT_COMPLETED])

Package Purchased

Triggered when a client purchases a package through Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.PACKAGE_PURCHASED])

Reminder Due

Triggered when a reminder becomes due in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.REMINDER_DUE])

Workflow Started

Triggered when an automated workflow is initiated in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.WORKFLOW_STARTED])

Subscription Renewed

Triggered when a client's subscription is renewed in Dubsado.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SUBSCRIPTION_RENEWED])

Frequently asked questions

What is Composio.dev?

Composio.dev is a platform for building AI applications, designed to make the process of developing AI solutions super easy and fun! It provides a comprehensive set of tools and libraries that simplify the process of developing AI solutions, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support Dubsado?

Composio.dev seamlessly integrates with Dubsado, allowing you to leverage its capabilities within the Composio.dev platform. You can utilize Dubsado to call functions across various platforms, including Google, GitHub, and others, making it a breeze to incorporate different services into your AI applications. Additionally, it supports user authentication via OAuth2 and can work in conjunction with other popular frameworks like LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Dubsado?

With Dubsado, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate Dubsado into my project?

Composio.dev provides a seamless integration for Dubsado, making it super easy to incorporate this powerful framework into your projects. You can leverage the Composio.dev API to call functions from Dubsado, allowing you to tap into its capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with your preferred programming language and integrate Dubsado into your projects seamlessly.

What is the pricing for Dubsado?

Dubsado is completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes it accessible for developers and organizations of all sizes to explore and experiment with this powerful tool without any upfront costs. Whether you're a student working on a personal project or a startup building the next big thing, you can get started with Dubsado without worrying about breaking the bank.

What kind of authentication is supported for Dubsado?

Dubsado supports OAuth2 authentication, ensuring secure and authorized access to its functionalities. You can leverage the Composio.dev API to handle authentication and call functions from Dubsado seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add Dubsado to my project?

Absolutely! You can easily incorporate Dubsado into your project by utilizing the Composio.dev API. This API allows you to call functions from Dubsado, enabling you to leverage its capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add Dubsado to your project with ease.

What is the accuracy of Dubsado?

Dubsado is designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. Dubsado's comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for Dubsado?

Dubsado can be used for a wide range of AI applications, making it a versatile tool for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. It's particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, Dubsado can help you bring your ideas to life.

How does Dubsado handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and Dubsado takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. Dubsado provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using Dubsado for your AI development needs.