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17hats + Dubsado

17hats + Dubsado

17hats + Dubsado integrations

Create new Dubsado projects from new 17hats contacts

Streamline your workflow by instantly creating a new project in Dubsado whenever a new contact is added in 17hats. This automation ensures that no new contact goes unnoticed, every client gets a customized project in Dubsado, boosting your productivity and helping you focus more on servicing your clients instead of managing them manually.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a new project.
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More things you can do with 17hats and Dubsado

Discover other triggers and actions you can use with 17hats and Dubsado

  • 17hats triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Is Company?
      Required
    • First_name
      Required
    • Type
      Required
    • Last_name
    • Title
    • Company_name
    • Primary E-mail Address
    • Other E-mail Addresses
    • Primary Phone Number
    • Other Phone Numbers
    • Address Line 1
    • Address Line 2
    • City
    • State
    • ZIP Code
    • Country
    • Birthday
    • Facebook_id
    • Instagram_id
    • Linkedin_id
    • Referred_by
    • Twitter_id
    • Pinterest_id
    • Website
    • Tags
    • Notes
    Action
    Write
    • Name
      Required
    • Company_name
    • Email
    • Phone_number
    Action
    Search
  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • 17hats triggers, actions, and search
    Updated Contact

    Triggers when an already existing contact is updated.

    Trigger
    Instant
    Try It
    • Contact
      Required
    • Is Company?
      Required
    • First_name
      Required
    • Type
      Required
    • Last_name
    • Title
    • Company_name
    • Primary E-mail Address
    • Other E-mail Addresses
    • Primary Phone Number
    • Other Phone Numbers
    • Address Line 1
    • Address Line 2
    • City
    • State
    • ZIP Code
    • Country
    • Birthday
    • Facebook_id
    • Instagram_id
    • Linkedin_id
    • Referred_by
    • Twitter_id
    • Pinterest_id
    • Website
    • Tags
    • Notes
    Action
    Write
    • Name
      Required
    • Company_name
    • Email
    • Phone_number
    • Is Company?
      Required
    • First_name
      Required
    • Type
      Required
    • Last_name
    • Title
    • Primary E-mail Address
    • Other E-mail Addresses
    • Primary Phone Number
    • Other Phone Numbers
    • Address Line 1
    • Address Line 2
    • City
    • State
    • ZIP Code
    • Country
    • Birthday
    • Facebook_id
    • Instagram_id
    • Linkedin_id
    • Referred_by
    • Twitter_id
    • Pinterest_id
    • Website
    • Tags
    • Notes
    Action
    Search or 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
17hats logo
About 17hats
17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.
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dubsado logo
About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

  • Update Dubsado projects when 17hats contacts are updated