Docusign + Dubsado
Create DocuSign signature requests when Dubsado project statuses are updated
Easily streamline your project management and document signing process with this Dubsado to DocuSign workflow. Whenever a project status is updated in Dubsado, a signature request will be automatically created in DocuSign for seamless and efficient handling of important documents. This integration simplifies your workflow and saves valuable time, allowing you to focus on more crucial tasks.
Easily streamline your project management and document signing process with this Dubsado to DocuSign workflow. Whenever a project status is updated in Dubsado, a signature request will be automatically created in DocuSign for seamless and efficient handling of important documents. This integration simplifies your workflow and saves valuable time, allowing you to focus on more crucial tasks.
- When this happens...Project Status Updated
Triggers when a project's status is updated.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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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
Status
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