Dubsado + Instapage
Create Dubsado projects from new Instapage form submissions
Effortlessly streamline your project management process by connecting Instapage and Dubsado. With this workflow, whenever a new form submission is received on Instapage, a project is created in Dubsado instantly. Save valuable time and improve efficiency by automating your project creation based on incoming client inquiries.
Effortlessly streamline your project management process by connecting Instapage and Dubsado. With this workflow, whenever a new form submission is received on Instapage, a project is created in Dubsado instantly. Save valuable time and improve efficiency by automating your project creation based on incoming client inquiries.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Project
Creates a new project.
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Try ItNew 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
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
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URLRequired
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