17hats + Dubsado
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.
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.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new project.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
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
NameRequired
Company Name
Email
Phone Number
Contract Signed
Triggers when a client submits a signed contract.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
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
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
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
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 It
