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Connect Dubsado and Google Sheets to unlock the power of automation

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

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Dubsado
Dubsado logo
Dubsado
1. Choose trigger event
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Google Sheets
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Google Sheets
2. Choose action
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1. Select the event
Setup
Test
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Dubsado
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.

Add your action

An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.

You’re connected!

Zapier seamlessly connects Dubsado and Google Sheets, automating your workflow.

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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

Make work flow with AI

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Frequently Asked Questions about Dubsado + Google Sheets integrations

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

How can I automatically transfer data from Dubsado to Google Sheets?

You can automate data transfer by setting up a workflow that triggers when a new project is created in Dubsado. Our integration allows you to create a row in Google Sheets with details such as client information and project date.

Can I update existing Google Sheets rows with changes from Dubsado?

Yes, when specific fields in Dubsado are updated, we can trigger an action to search and update corresponding rows in Google Sheets ensuring your data remains current.

What types of triggers from Dubsado can initiate actions in Google Sheets?

Common triggers include when a new lead is captured, a project status changes, or an invoice is paid. Each of these actions can be set to automatically update or add data into Google Sheets.

Is it possible to use filters with the Dubsado and Google Sheets integration?

Absolutely, we offer filter options which allow users to set conditions under which the integration should proceed. For example, only transferring client data if they come from certain industries.

Are there any actions that cannot be performed with this integration?

While most record management tasks are supported, certain complex operations like batch updating multiple sheets at once may require additional custom setup beyond standard capabilities.

How often does the synchronization occur between Dubsado and Google Sheets?

The synchronization frequency depends on the specific triggers set but generally happens instantly or within a few minutes after the event occurs in Dubsado.

What should I do if my data isn't syncing correctly between Dubsado and Google Sheets?

If you're experiencing issues, first check your trigger and action configurations for errors. Ensure that all connections are correctly authenticated. If problems persist, our support team is ready to help troubleshoot further.

Practical ways you can use Dubsado and Google Sheets

Track payments in Google Sheets

Stay on top of finances by logging payments in a central spreadsheet. When a client makes a payment in Dubsado, Zapier updates a Google Sheet with the payment details, ensuring accurate tracking and reducing manual data entry.

Business Owner
Try it
Log leads in a spreadsheet

No more lost leads! When a new lead is captured in Dubsado, Zapier logs their details in Google Sheets. This automation enables marketers to organize and analyze lead data for better campaign planning.

Marketing & Marketing Ops
Log new projects in a spreadsheet

Simplify project tracking by centralizing your project records. When a new project is created in Dubsado, Zapier automatically adds a new row to a Google Sheet, helping teams view all active projects in one place.

Project Management

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.

  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    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
    Try It
  • Dubsado triggers, actions, and search
    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Dubsado triggers, actions, and 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
    Try It
  • Dubsado triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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 Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
      Required
    • Client Phone Number
    Action
    Write
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It

Learn how to automate Google Sheets on the Zapier blog

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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.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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