• AUTOMATED
  • AUTOMATED
  • AUTOMATED
  • HUMAN

How to automate client onboarding with your AI

Connect Dubsado to your agent once. From then on, your agent handles the setup and moves new clients through your pipeline stages.

Ask AI about this page

Short answer

How can I automate my client onboarding using AI?

Your agent uses Dubsado to trigger specific workflow templates and create new projects. It also updates project details so your pipeline stays current. You'll see how these specific actions move your clients from lead to active project.

The results.

Where your client data lands.

The AI handles the repetitive setup tasks so you can focus on the actual work.

AUTOMATED

New projects created

The agent builds the project record in Dubsado immediately. You get a clean workspace ready for client data.

AUTOMATED

Workflows triggered

Your agent kicks off the exact sequence of forms and emails you've already built. The client gets what they need right away.

AUTOMATED

Project details updated

The agent syncs new information into existing project fields. Your pipeline stays accurate without you typing a word.

HUMAN

Final review needed

You still decide when a client is officially moved to the next stage. The AI does the prep, but you keep the control.

The workflow

What your AI does when a new client is ready.

Instead of clicking through menus, you just tell your agent what happened.

  1. Initialize the project

    The agent builds the project record in Dubsado using the client's name and details.

    create_project

  2. Start the onboarding sequence

    The agent applies your pre-built Dubsado workflow to the new project to start the automation.

    apply_workflow

  3. Sync client information

    The agent pushes specific details, like contract dates or project scopes, into the project record.

    update_project

  4. Maintain project accuracy

    The agent keeps the project details in sync as you provide more info during the chat.

    update_project

Try it

Copy these to start.

Use these prompts to trigger actions in Dubsado.

Starting points

These are starting points. Swap out the bracketed info with your actual client names or project types.

Dubsado Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_X6Bt0runybDM0OjqlvtK2iOdbhQ6bkVlK2wgZ9A5/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Dubsado capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dubsado-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_X6Bt0runybDM0OjqlvtK2iOdbhQ6bkVlK2wgZ9A5/mcp"
    }
  }
}
Copy into chat04

  • Create a new project in Dubsado for a client named Alex Rivera.

  • Apply the 'New Client Onboarding' workflow to the project for Alex Rivera.

  • Update the project details for Alex Rivera to include a start date of October 12th.

  • Create a project for 'Summit Consulting' and start the standard onboarding workflow.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Dubsado once, then ask.

Just link your account through the Vinkius interface. Your credentials stay encrypted and private, and you can start using these tools in any MCP-compatible client immediately.

Connect Dubsado to your AI

FAQ

How the Dubsado automation works

  • 01

    Can the AI delete my existing Dubsado projects?

    No. The agent can only create and update projects; it has no capability to delete anything.

  • 02

    Will the AI send emails to my clients automatically?

    The agent triggers the workflow that contains your emails, but it doesn't send individual messages itself.

  • 03

    Can I use this to manage my billing and invoices?

    No. This specific connector is for project creation, workflow application, and updating project details.

  • 04

    Does the AI decide which workflow to use?

    You decide. You tell the agent which specific workflow template to apply to a project.

  • 05

    Can the agent create new custom fields in Dubsado?

    No. The agent can only update the fields that already exist in your Dubsado projects.

  • More questions about Dubsado? See everything the Dubsado Connector can do

Connect Dubsado to Claude, Cursor, ChatGPT & more