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.
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 Form
Triggers when a new form is added to your account.
- automatically do this!Create Project
Creates a new project.
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New Form
Triggers when a new form is added to your account.
Try ItContract Signed
Triggers when a client submits a signed contract.
Try ItNew 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 ItProject Status Updated
Triggers when a project's status is updated.
Try It
FormRequired
Try ItNew 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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
