Dubsado + LeadConnector
Dubsado + LeadConnector
Update project status in Dubsado and add tasks to LeadConnector
Keep your tasks organized and up-to-date with this convenient workflow that connects Dubsado and LeadConnector. Whenever a project status is updated in Dubsado, a new task will be added in LeadConnector, ensuring you stay on top of your workload and never miss important updates. Boost productivity and streamline your project management with this seamless integration.
- When this happens...Project Status UpdatedTriggers when a project's status is updated.
- automatically do this!Add TaskAdds a task to the account.
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More things you can do with Dubsado and LeadConnector
Discover other triggers and actions you can use with Dubsado and LeadConnector
- 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- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant
Related Zap Templates
- Create and update LeadConnector contacts from new Dubsado projects
- Create opportunities in LeadConnector from newly signed contracts in Dubsado
- Add new Dubsado projects as leads to LeadConnector opportunities
- Create new Dubsado projects when LeadConnector pipeline stages change
- Create new LeadConnector opportunities from Dubsado projects as jobs
- Update LeadConnector contacts when new payments are received in Dubsado
- Add new Dubsado projects as leads to a LeadConnector campaign
- Add or update contacts in LeadConnector when new contracts are signed in Dubsado
- Update project statuses in Dubsado and instantaneously add or update opportunities in LeadConnector