Dubsado + Microsoft Excel
Create rows in Microsoft Excel for new Dubsado projects as leads
Keep your Excel spreadsheet constantly updated with new project leads from Dubsado using this seamless workflow. As soon as a New Project is marked as Lead in Dubsado, a row is instantly added in your chosen Microsoft Excel spreadsheet. This automatic integration helps you stay on top of all your project leads, saving you time from manual data entry and ensuring your records are always up-to-date.
Keep your Excel spreadsheet constantly updated with new project leads from Dubsado using this seamless workflow. As soon as a New Project is marked as Lead in Dubsado, a row is instantly added in your chosen Microsoft Excel spreadsheet. This automatic integration helps you stay on top of all your project leads, saving you time from manual data entry and ensuring your records are always up-to-date.
- When this happens...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.
- automatically do this!Add Row
Adds a new row to the end of a 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
