Manage new Dubsado projects by upserting rows in Coda
Boost your project management efficiency with this streamlined automation. With each new undertaking recognized as a lead in Dubsado, the workflow prompts an updated insertion into a corresponding Coda sheet with the necessary details. This operation allows for a consistent and current depiction of your ongoing projects in Coda, eliminating tedious data entry tasks. Focus more on executing projects and less on maintaining data, ensuring smooth business operations.
Boost your project management efficiency with this streamlined automation. With each new undertaking recognized as a lead in Dubsado, the workflow prompts an updated insertion into a corresponding Coda sheet with the necessary details. This operation allows for a consistent and current depiction of your ongoing projects in Coda, eliminating tedious data entry tasks. Focus more on executing projects and less on maintaining data, ensuring smooth business operations.
- When this happens...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.
- automatically do this!Upsert Row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
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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
DocumentRequired
TableRequired
Try It