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Dubsado + Karbon

Dubsado + Karbon

Dubsado + Karbon integrations

Create new Karbon organization contacts from newly signed contracts in Dubsado

Streamline your workflow with this automation that instantly adds a new contact in Karbon when a contract gets signed in Dubsado. This ensures efficient data management, saving you time and eliminating manual entry. Keep your team updated, organized, and ready to serve your newly signed clients better and faster.

  1. When this happens...
    Contract Signed
    Contract Signed
    Contract SignedTriggers when a client submits a signed contract.
    TriggerInstant
  2. automatically do this!
    Create Organization Contact
    Create Organization Contact
    Create Organization ContactTriggers when a new organization contact is created.
    ActionWrite
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More things you can do with Dubsado and Karbon

Discover other triggers and actions you can use with Dubsado and Karbon

  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Dubsado triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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
    • Title
      Required
    • Start Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
      Required
    • Client Phone Number
    Action
    Write
  • Karbon triggers, actions, and search
    New Person Contact

    Triggers when a new person contact is created.

    Trigger
    Instant
    Try It
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About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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Related categories
CRM (Customer Relationship Management)
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karbon logo
karbon logo
About Karbon
Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
Learn moreLearn moreHelpHelp
Related categories
Project Management