Dubsado + FreeAgent
Create new FreeAgent contacts for every new project job in Dubsado
Start a new project within Dubsado and have the information flow into FreeAgent for swift contact creation. This workflow simplifies your processes by taking the information from your latest Dubsado project to immediately establish a new contact in FreeAgent. Utilize this streamlined approach to save time and improve efficiency in your project management tasks.
Start a new project within Dubsado and have the information flow into FreeAgent for swift contact creation. This workflow simplifies your processes by taking the information from your latest Dubsado project to immediately establish a new contact in FreeAgent. Utilize this streamlined approach to save time and improve efficiency in your project management tasks.
- 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!Create Contact
Triggers when you add a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
New Contact
Triggers when you add a new contact.
Try It
