Akiflow + Dubsado
Create tasks in Akiflow for new projects as jobs in Dubsado
When a fresh project is initiated in Dubsado, this workflow promptly forms a corresponding task in Akiflow. This automation aids in keeping track of project tasks effortlessly, enhancing productivity and ensuring no important tasks slip through the cracks. Save time and avoid manual entry as your project management seamlessly intertwines with your task handling in one simple step.
When a fresh project is initiated in Dubsado, this workflow promptly forms a corresponding task in Akiflow. This automation aids in keeping track of project tasks effortlessly, enhancing productivity and ensuring no important tasks slip through the cracks. Save time and avoid manual entry as your project management seamlessly intertwines with your task handling in one simple step.
- 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 Task
Create a task in Akiflow
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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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
TitleRequired
Status
Date
Datetime
Duration
Priority
Daily Goal
Due Date
Description
Project
Link
Unique Identifier (advanced)
List (Deprecated, use the "Label" field)
