Dubsado + Hive
Dubsado + Hive
Create Hive project copies when new contracts are signed in Dubsado
Streamline your contract management processes with this Dubsado and Hive workflow. Once a contract is signed in Dubsado, a new project is quickly created in Hive. This saves you time in manual data entry and keeps you organized by ensuring your project information is always updated and readily available. Experience efficient project management and contract tracking with this seamless automation.
- When this happens...Contract SignedTriggers when a client submits a signed contract.
- automatically do this!Copy ProjectCopy project.
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More things you can do with Dubsado and Hive
Discover other triggers and actions you can use with Dubsado and Hive
- 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- WorkspaceRequired
- Select Project
Try ItTriggerPolling
