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Or pick an app to pair with
Google Drive
File Management & Storage, Google
ClickUp
Project Management
Flodesk
Email Newsletters
Mailchimp
Marketing Automation
Acuity Scheduling
Scheduling & Booking
Notion
Task Management
ActiveCampaign
Marketing Automation
Kajabi
eCommerce
Airtable
Databases
Google Drive
File Management & Storage, Google
ClickUp
Project Management
Flodesk
Email Newsletters
Mailchimp
Marketing Automation
Acuity Scheduling
Scheduling & Booking
Notion
Task Management
Google Drive
File Management & Storage, Google
ClickUp
Project Management
Flodesk
Email Newsletters
Mailchimp
Marketing Automation
Acuity Scheduling
Scheduling & Booking
Notion
Task Management
ActiveCampaign
Marketing Automation
Kajabi
eCommerce
Airtable
Databases
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite
For builders
Let your AI safely access Dubsado
Go beyond Zap workflows. Install Zapier in your AI to call Dubsado actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Dubsado from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Dubsado actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Dubsado connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "dubsado", owner: "me" });
await zapier.runAction({
app: 'dubsado',
action: 'create_project',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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