Dubsado + Jobber
Create new Jobber clients from new Dubsado projects as leads
Manage your project leads seamlessly between Dubsado and Jobber. Whenever a new project lead arrives in Dubsado, this workflow ensures their immediate addition into Jobber. This streamlined process saves precious time, eliminates the risk of manual data entry errors, and enhances your efficiency by maintaining a consistently updated database in both your project management tools.
Manage your project leads seamlessly between Dubsado and Jobber. Whenever a new project lead arrives in Dubsado, this workflow ensures their immediate addition into Jobber. This streamlined process saves precious time, eliminates the risk of manual data entry errors, and enhances your efficiency by maintaining a consistently updated database in both your project management tools.
- When this happens...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.
- automatically do this!Create Client
Creates a new client.
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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
New Client
Triggers when a client is created.
Try It
