Dubsado + Fillout Forms
Create new Dubsado projects from new submissions in Fillout Forms
Transform the way you manage projects using this streamlined workflow. Once you have a new submission in your Fillout Forms, a corresponding project is instantly created in Dubsado. This automation makes your work simpler by eliminating manual data entry between platforms, giving you more time to focus on what matters most—running your business.
Transform the way you manage projects using this streamlined workflow. Once you have a new submission in your Fillout Forms, a corresponding project is instantly created in Dubsado. This automation makes your work simpler by eliminating manual data entry between platforms, giving you more time to focus on what matters most—running your business.
- When this happens...New Submission
Triggers when a form receives a new submission.
- automatically do this!Create Project
Creates a new project.
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Form
Try ItContract 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 It
EmailsRequired
Subject
Message
Form IDRequired
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
