Dubsado + Google Docs
Update project status in Dubsado and create document from template in Google Docs
Keep your documents up to date with this Dubsado-Google Docs automation. Whenever a project status is updated in Dubsado, this workflow generates a new document in Google Docs using your chosen template. It saves time and ensures consistent documentation, allowing you to focus on what matters most - managing your projects efficiently.
Keep your documents up to date with this Dubsado-Google Docs automation. Whenever a project status is updated in Dubsado, this workflow generates a new document in Google Docs using your chosen template. It saves time and ensures consistent documentation, allowing you to focus on what matters most - managing your projects efficiently.
- When this happens...Project Status Updated
Triggers when a project's status is updated.
- automatically do this!Create Document from Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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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
New Document
Triggers when a new document is added (inside any folder).
Try It
