Dubsado + Encharge
Create or update persons in Encharge when new projects as jobs are added in Dubsado
Keep your customer database up-to-date in Encharge when a new project is created in your Dubsado app. With this workflow, every time you kick off a new project in Dubsado, it directly adds or updates the person's details in Encharge. This saves time on manual data entry and ensures that your Encharge database is consistently updated with the latest project details from Dubsado.
Keep your customer database up-to-date in Encharge when a new project is created in your Dubsado app. With this workflow, every time you kick off a new project in Dubsado, it directly adds or updates the person's details in Encharge. This saves time on manual data entry and ensures that your Encharge database is consistently updated with the latest project details from Dubsado.
- When this happens...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.
- automatically do this!Add or Update Person
Create a new person or update an existing one.
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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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
New Person
Triggers when a new person is created.
Try It
