Dubsado + Google Docs
Create Google Docs documents from templates whenever Dubsado adds new projects as jobs
This workflow springs into action whenever you initiate a new project as a job in Dubsado. It promptly crafts a document within Google Docs using your pre-determined template, ensuring consistent, error-free documentation for every project. This streamlined approach to documentation helps get paperwork off your desk faster so you can focus on driving your projects forward.
This workflow springs into action whenever you initiate a new project as a job in Dubsado. It promptly crafts a document within Google Docs using your pre-determined template, ensuring consistent, error-free documentation for every project. This streamlined approach to documentation helps get paperwork off your desk faster so you can focus on driving your projects forward.
- 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 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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
