123FormBuilder + Dubsado
123FormBuilder + Dubsado
Create new Dubsado projects from newly submitted 123FormBuilder forms
Effortlessly streamline your project onboarding process with this handy automation. When a new form is submitted through 123FormBuilder, a project will be created in Dubsado, so you can easily manage all your client information in one place. Stay organized and save time by having your workflows handle the data transfer for you.
- When this happens...New FormTriggers when a new form is added to your account.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with 123FormBuilder and Dubsado
Discover other triggers and actions you can use with 123FormBuilder and Dubsado
- New Form
Triggers when a new form is added to your account.
Try ItTriggerPolling - Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant
- FormRequired
Try ItTriggerPolling- 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.
Try ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
ActionWrite
