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Dubsado + ActiveCampaign + ClickUp Integrations

How to connect Dubsado + ActiveCampaign + ClickUp

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Do even more with Dubsado + ActiveCampaign + ClickUp

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dubsado, ActiveCampaign, and ClickUp. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

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

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
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    • Project Workflow

      The template workflow that should be applied and started when the project is created. Please do not use the "Use a Custom Value" option under "Other Options".

    • Project Location: Name

      The name of the created project's location.

    • Project Location: Address Line 1

      The address for the created project's location.

    • Project Location: Address Line 2

      The address for the created project's location.

    • Project Location: City

      The address for the created project's location.

    • Project Location: State/Province

      The address for the created project's location.

    • Project Location: Zip/Postal

      The address for the created project's location.

    • Project Location: Country

      The address for the created project's location.

    • Alternate Contact: First Name

      The client's alternate contact's first name.

    • Alternate Contact: Last Name

      The client's alternate contact's last name.

    • Alternate Contact: Phone

      The client's alternate contact's phone number.

    • Alternate Contact: Email

      The client's alternate contact's email address.

    • Client Address: Line 1

      The client's address.

    • Client Address: Line 2

      The client's address.

    • Client Address: City

      The client's address.

    • Client Address: State/Province

      The client's address.

    • Client Address: Zip/Postal

      The client's address.

    • Client Address: Country

      The client's address.

    • Client Company: Name

      The name of the client's company.

    • Client Company: Email

      The client's company email address.

    • Client Company: Phone

      The client's company phone number.

    • Project Status

      The project status that should be assigned to the project when it's created. If no status is selected, the project will be created as a lead by default. Please do not use the "Use a Custom Value" option under "Other Options".

    • Project Source

      The source for where this project was created from. Please do not use the "Use a Custom Value" option under "Other Options".

    • TitleRequired

      The title of the created project.

    • Start Date

      The date the created project begins on.

    • End Date

      The date the created project ends on.

    • Client First Name

      The client's first name.

    • Client Last Name

      The client's last name.

    • Client EmailRequired

      The client's email address.

    • Client Phone Number

      The client's phone number.

    Action
    Write
    • Custom ObjectRequired

      Select the object you want to trigger this Zap

    Trigger
    Instant
    Try It

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How Dubsado + ActiveCampaign + ClickUp Integrations Work

  1. Step 1: Authenticate Dubsado, ActiveCampaign, and ClickUp.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
dubsado logo

About Dubsado

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

Related categories

  • CRM (Customer Relationship Management)
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

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clickup logo
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

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