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Set up your first integration
Quickly connect Dubsado to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dubsado with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Dubsado and monday.com, automating your workflow.
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Frequently Asked Questions about Dubsado + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and monday.com
Can I integrate Dubsado with monday.com using Zapier?
Yes, you can integrate Dubsado with monday.com using our platform. By setting up triggers and actions, you can automate tasks such as moving information when a new project is created or updating a task when a form is completed in Dubsado.
What triggers are available for Dubsado and monday.com integration?
Triggers for the integration include new projects in Dubsado, completed forms, or status changes. On the monday.com side, triggers may include new items, updates to existing items, or changes in item status.
What actions can be automated between Dubsado and monday.com?
You can automate actions such as creating new items in monday.com when a project starts in Dubsado or updating existing items based on form completions or status changes within your workflow.
Do I need any technical skills to set up the integration?
No technical skills are required to set up the integration. Our platform offers a user-friendly interface that guides you through selecting triggers and actions for seamless automation between Dubsado and monday.com.
How often does data sync between Dubsado and monday.com?
Data sync frequency can depend on the specific triggers set up within our platform. Generally, data syncs occur almost instantly once a trigger event happens in either system.
Can I customize the fields that are transferred from Dubsado to monday.com?
Yes, you have the flexibility to map and customize which fields from Dubsado are transferred over to monday.com during the setup of your automation workflows.
What happens if an automation fails during integration?
If an automation fails, our platform provides detailed error messages that help identify what went wrong. You can then modify your workflow settings as needed and re-test the process to ensure it works correctly.
Connect Dubsado and monday.com to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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- Board IDRequired
Try ItTriggerInstant
