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Quickly connect ClickUp to Dubsado with a Zapier template.

Our most popular template

Create ClickUp tasks for new projects as leads in Dubsado
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Dubsado + ClickUp
Create ClickUp folders for new signed contracts in Dubsado
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Dubsado + ClickUp
Create lists in ClickUp from new contracts signed in Dubsado
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Dubsado + ClickUp
Create tasks in ClickUp for new payments received in Dubsado
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Dubsado + ClickUp
Add new tasks in ClickUp for new signed documents in Dubsado
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Dubsado + ClickUp
Create ClickUp folders for new Dubsado projects as jobs.
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Dubsado + ClickUp

Create ClickUp tasks for new projects as leads in Dubsado

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Dubsado + ClickUp

Create ClickUp folders for new signed contracts in Dubsado

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Dubsado + ClickUp

Create lists in ClickUp from new contracts signed in Dubsado

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Dubsado + ClickUp

Create tasks in ClickUp for new payments received in Dubsado

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Dubsado + ClickUp

Add new tasks in ClickUp for new signed documents in Dubsado

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Dubsado + ClickUp

Create ClickUp folders for new Dubsado projects as jobs.

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Dubsado + ClickUp

Create a new list in ClickUp when a new project is added as a lead in Dubsado
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Dubsado + ClickUp
Create tasks in ClickUp for new projects in Dubsado
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Dubsado + ClickUp

How Zapier works

Zapier makes it easy to integrate ClickUp with Dubsado - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.

Add your action

An action happens after the trigger—such as "Create Project" in Dubsado.

You’re connected!

Zapier seamlessly connects ClickUp and Dubsado, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about ClickUp + Dubsado integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Dubsado

Can I automatically create a ClickUp task from a new Dubsado project?

Yes, you can set up an automation to trigger when a new project is created in Dubsado. This will automatically create a new task in ClickUp with all the relevant project information.

Is it possible to update ClickUp tasks based on changes in Dubsado?

Absolutely. You can configure triggers within Dubsado that activate whenever there are changes in your projects. These could then update corresponding tasks within ClickUp, ensuring real-time synchronization.

How do I sync contacts between Dubsado and ClickUp?

While direct contact syncing isn't available, we suggest creating custom automations that utilize triggers in Dubsado when a contact is added or updated. This can then be used to create or edit entries in ClickUp with necessary contact details.

Can I trigger status changes in Dubsado from task completions in ClickUp?

Certainly. By setting up an integration, you can use the completion of a task as a trigger to change the status of a related project or task within Dubsado.

What kind of information can be shared between ClickUp and Dubsado during an integration?

Data such as task details, due dates, project statuses, and custom fields can be shared between both platforms during integrations, allowing for comprehensive tracking and management.

Is there support for recurring tasks from Dubsado to ClickUp?

Yes, when setting up your workflow automation, you can include rules for recurring tasks. This way, every time certain criteria are met in Dubsado, corresponding recurring tasks are created or updated in ClickUp.

How often does the data sync between Dubsado and ClickUp occur through integration?

Our systems are designed to perform data syncs instantly as triggers occur. This means data is transferred as soon as the initiating event happens within either platform.

Practical ways you can use ClickUp and Dubsado

Update ClickUp tasks when a Dubsado project's status changes.

When a project's status in Dubsado updates, Zapier can automatically update corresponding tasks in ClickUp. This keeps your task lists aligned with your business workflow, saving you time and ensuring no task falls through the cracks.

Business Owner

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Track proposal submissions in ClickUp.

When a client fills out a public proposal form in Dubsado, Zapier can generate a task in ClickUp. This automation ensures that your team can quickly act on new opportunities, improving proposal tracking and response time.

Marketing & Marketing Ops

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Create new Dubsado projects for ClickUp tasks.

When a new task is added in ClickUp, Zapier can create a project in Dubsado. This ensures your client management systems stay in sync with your project plans, reducing manual data entry and improving task handoffs.

Project Management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write

- Checklist Name
  Required
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Checklist Name
  Required
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Custom task type
- Content
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Checklist Name
  Required
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
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.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- Project Workflow
- Project Location: Name
- Project Location: Address Line 1
- Project Location: Address Line 2
- Project Location: City
- Project Location: State/Province
- Project Location: Zip/Postal
- Project Location: Country
- Alternate Contact: First Name
- Alternate Contact: Last Name
- Alternate Contact: Phone
- Alternate Contact: Email
- Client Address: Line 1
- Client Address: Line 2
- Client Address: City
- Client Address: State/Province
- Client Address: Zip/Postal
- Client Address: Country
- Client Company: Name
- Client Company: Email
- Client Company: Phone
- Project Status
- Project Source
- Title
  Required
- Start
  Required
- End
  Required
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

Learn how to automate ClickUp on the Zapier blog

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

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About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect ClickUp to Dubsado on the world's largest no-code automation platform

Explore ClickUp + Dubsado Integrations

kartra

Connect ClickUp and Dubsado to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create ClickUp tasks for new projects as leads in Dubsado

Create ClickUp folders for new signed contracts in Dubsado

Create lists in ClickUp from new contracts signed in Dubsado

Create tasks in ClickUp for new payments received in Dubsado

Add new tasks in ClickUp for new signed documents in Dubsado

Create ClickUp folders for new Dubsado projects as jobs.

Create ClickUp tasks for new projects as leads in Dubsado

Create ClickUp folders for new signed contracts in Dubsado

Create lists in ClickUp from new contracts signed in Dubsado

Create tasks in ClickUp for new payments received in Dubsado

Add new tasks in ClickUp for new signed documents in Dubsado

Create ClickUp folders for new Dubsado projects as jobs.

Create a new list in ClickUp when a new project is added as a lead in Dubsado

Create tasks in ClickUp for new projects in Dubsado

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about ClickUp + Dubsado integrations

Practical ways you can use ClickUp and Dubsado

Update ClickUp tasks when a Dubsado project's status changes.

Track proposal submissions in ClickUp.

Create new Dubsado projects for ClickUp tasks.

Supported triggers and actions

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Connect ClickUp to Dubsado on the world's largest no-code automation platform

Explore ClickUp + Dubsado Integrations

Explore ClickUp + Dubsado Integrations