Akiflow + Dubsado
Akiflow + Dubsado
Create tasks in Akiflow for new projects as lead in Dubsado
Streamline your workflow with this Dubsado-Akiflow integration. Each time a new project is identified as a lead in Dubsado, a corresponding task is immediately created in Akiflow. This smooth process not only keeps your tasks in sync, but also aids in better lead management and productivity. Save time and maintain consistent project tracking with this smart automation.
- When this happens...New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
- automatically do this!Create TaskCreate a task in Akiflow
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Dubsado and Akiflow
Discover other triggers and actions you can use with Dubsado and Akiflow
- 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 - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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- TitleRequired
- Status
- Date
- Datetime
- Duration
- Priority
- Daily Goal
- Due Date
- Description
- Project
- Link
- Unique Identifier (advanced)
- List (Deprecated, use the "Label" field)
ActionWrite
