Dubsado + monday.com
Create new monday.com items from new Dubsado projects as jobs
Manage your project tasks with seamless efficiency through this workflow. When a new project is set as a job in Dubsado, it goes on to create an item entry in the monday.com app. This automation offers a smooth transition between apps, allowing for better organization and tracking of your projects. Curated to alleviate multitasking, this workflow saves time and minimizes manual data entry.
Manage your project tasks with seamless efficiency through this workflow. When a new project is set as a job in Dubsado, it goes on to create an item entry in the monday.com app. This automation offers a smooth transition between apps, allowing for better organization and tracking of your projects. Curated to alleviate multitasking, this workflow saves time and minimizes manual data entry.
- When this happens...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.
- automatically do this!Create Item
Create a new Item in a board
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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
Board IDRequired
Try It
