Dubsado + Microsoft Excel
Update Microsoft Excel rows when Dubsado project statuses change
Keep your Microsoft Excel sheets up to date with project status changes in Dubsado using this automation. Whenever a project status is updated in Dubsado, this workflow will update the corresponding row in your Excel sheet, ensuring your team has the latest information at their fingertips. Save time and reduce errors by streamlining your project management processes with this seamless integration.
Keep your Microsoft Excel sheets up to date with project status changes in Dubsado using this automation. Whenever a project status is updated in Dubsado, this workflow will update the corresponding row in your Excel sheet, ensuring your team has the latest information at their fingertips. Save time and reduce errors by streamlining your project management processes with this seamless integration.
- When this happens...Project Status Updated
Triggers when a project's status is updated.
- automatically do this!Update Row
Updates a row in a specific worksheet.
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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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
