Active Collab + Dubsado
Create new projects in Active Collab for every new project as job in Dubsado
This workflow promptly kicks in when you establish a new project as a job in Dubsado, subsequently creating a matching project in Active Collab. It efficiently saves you the time and hassle of manual data transfer between the two platforms, ensuring every new endeavor is meticulously organized and on track for successful completion. Make your project management more streamlined and stay focused on the tasks at hand with this workflow.
This workflow promptly kicks in when you establish a new project as a job in Dubsado, subsequently creating a matching project in Active Collab. It efficiently saves you the time and hassle of manual data transfer between the two platforms, ensuring every new endeavor is meticulously organized and on track for successful completion. Make your project management more streamlined and stay focused on the tasks at hand with this workflow.
- When this happens...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.
- automatically do this!Create Project
Creates a new project.
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Contract 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 ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 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
New Comment
Triggers when a comment is added to an object in Active Collab.
Try It
