Docusign + Dubsado
Create new Dubsado projects when DocuSign folders are created
Efficiently manage your business documents by connecting DocuSign and Dubsado with this seamless automation. When a new folder is created in DocuSign, a corresponding project is instantly created in Dubsado, maintaining consistent organization across both platforms. This process saves you time and effort, enabling you to focus on other crucial aspects of your business.
Efficiently manage your business documents by connecting DocuSign and Dubsado with this seamless automation. When a new folder is created in DocuSign, a corresponding project is instantly created in Dubsado, maintaining consistent organization across both platforms. This process saves you time and effort, enabling you to focus on other crucial aspects of your business.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!Create Project
Creates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP 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 It
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
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 It
