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Discord + Dubsado

Add roles in Discord when contracts are signed in Dubsado

Streamline your onboarding process with this Dubsado-Discord automation. Whenever a contract is signed in Dubsado, a new role is instantly added to your Discord server, simplifying the addition of new members to your community. Save time and reduce manual administrative tasks by letting this workflow handle the details for you.

Streamline your onboarding process with this Dubsado-Discord automation. Whenever a contract is signed in Dubsado, a new role is instantly added to your Discord server, simplifying the addition of new members to your community. Save time and reduce manual administrative tasks by letting this workflow handle the details for you.

  1. When this happens...
    DubsadoDubsado
    Contract Signed

    Triggers when a client submits a signed contract.

    TriggerInstant
  2. automatically do this!
    DiscordDiscord
    Add Role

    assign a role to a user

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Dubsado triggers, actions, and search

    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • ChannelRequired

    Trigger
    Scheduled
    Try It
discord logo
discord logo

About Discord

Discord is an all-in-one voice and text chat for gamers.
Learn moreHelp

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  • Team Chat

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dubsado logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

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