Content Snare + Dubsado

Content Snare + Dubsado integrations

Generate Content Snare clients when new projects as jobs are created in Dubsado

This workflow ignites when a new project is created in Dubsado, leading to the creation of a new client in Content Snare. By enabling this seamless process, you get to swiftly move your projects into actionable tasks without any manual effort. It's a practical, time-saving solution designed to streamline your project and client management.

When this happens...
New Project as JobTriggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Dubsado and Content Snare

Discover other triggers and actions you can use with Dubsado and Content Snare

Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Client Created
Triggers when the client is created.
Trigger
Instant
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Field Approved
Triggers when the field is approved.
Trigger
Instant
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Field Rejected
Triggers when the field is rejected.
Trigger
Instant
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Request Created
Triggers when the request is created.
Trigger
Instant
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- Company_name
- Full_name
  Required
- Email
  Required
- Phone
- Application Language
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write
All Fields Completed
Triggers when all fields are completed.
Trigger
Instant
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Client Updated
Triggers when the client is updated.
Trigger
Instant
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Field Completed
Triggers when the field is completed.
Trigger
Instant
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Request Completed
Triggers when the request is completed.
Trigger
Instant
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Request Published
Triggers when the request is published.
Trigger
Instant
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- Name
  Required
- Folder
- Request_template
  Required
- Email
  Required
- Phone
- Full_name
- Company_name
- Due
- Status
  Required
- Reminder Schedule
- Request owner
- Comments_enabled
- Share_via_link_enabled
Action
Write

About Content Snare

Content Snare is a tool that helps collect content and files from clients on time without email

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Forms & Surveys

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About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.