Dubsado + Formatter by Zapier
Dubsado + Formatter by Zapier
Create formatted texts from new Dubsado projects as leads using Formatter by Zapier
Streamline your project management process by instantly formatting new leads from Dubsado projects. With this workflow, when a new project as lead occurs in Dubsado, Formatter by Zapier organizes your text and data from the New Project as Lead event. Save time and stay on top of your projects with this efficient automation.
- When this happens...New Project as LeadTriggers 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!TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Dubsado and Formatter by Zapier
Discover other triggers and actions you can use with Dubsado and Formatter by Zapier
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - Project 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
ActionWrite- TransformRequired
ActionWrite
