Dubsado + Jotform
Dubsado + Jotform
Assign forms in Jotform when new contracts are signed in Dubsado
Every time a new contract is signed in Dubsado, let this workflow streamline your operations by assigning a form in Jotform. It enhances your organization and response time, allowing you to focus more on your services without worrying about manual data transfer between these two apps. Enhance your business operations with this seamless connection.
- When this happens...Contract SignedTriggers when a client submits a signed contract.
- automatically do this!Assign FormInvite assignees to complete your form
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More things you can do with Dubsado and Jotform
Discover other triggers and actions you can use with Dubsado and Jotform
- 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- FormRequired
Try ItTriggerInstant
