Dubsado + Google Drive
Create folders in Google Drive for new projects as jobs in Dubsado
When a new project is initiated in Dubsado, maintain organization and smooth workflow by creating a corresponding folder in Google Drive seamlessly. This streamlines your project tracking process by ensuring that all project-related documents are stored in dedicated spaces, making it easier for team members to locate and manage project resources effectively. This process leverages the power of automation to eliminate manual tasks, boosting efficiency and productivity.
When a new project is initiated in Dubsado, maintain organization and smooth workflow by creating a corresponding folder in Google Drive seamlessly. This streamlines your project tracking process by ensuring that all project-related documents are stored in dedicated spaces, making it easier for team members to locate and manage project resources effectively. This process leverages the power of automation to eliminate manual tasks, boosting efficiency and productivity.
- 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 Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
Drive
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