Create new Harvest projects when Dubsado contracts are signed
Easily streamline your project management process with this Dubsado to Harvest automation. Whenever a contract gets signed in Dubsado, this workflow will create a new project in Harvest, so you can focus on executing each project efficiently. Save time and ensure all your signed contracts are quickly reflected in your project management tool with this seamless integration.
- When this happens...Contract SignedTriggers when a client submits a signed contract.
- automatically do this!Create ProjectCreates a Project
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More things you can do with Dubsado and Harvest
Discover other triggers and actions you can use with Dubsado and Harvest
- 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- Invoice Paid
Triggers when an invoice is fully paid.
Try ItTriggerPolling




