Dubsado + Motion
Dubsado + Motion
Create tasks in Motion for new projects as jobs in Dubsado
Get your projects underway without skipping a beat with this workflow. When a new project as a job is added in Dubsado, a corresponding task is instantly created in Motion. This streamlines your operations, allowing you to focus on the task at hand while removing the need to manually input project data across platforms. Simplify your project management process with this reliable and efficient automation.
- When this happens...New Project as JobTriggers 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 TaskCreates a new Motion Task
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More things you can do with Dubsado and Motion
Discover other triggers and actions you can use with Dubsado and Motion
- 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- Workspace IDRequired
- Project NameRequired
- Description
- Due Date
- Priority
ActionWrite
Related Zap Templates
- Create tasks in Motion for new lead projects in Dubsado
- Manage new Dubsado payments by creating tasks in Motion
- Create tasks in Motion for every new contract signed in Dubsado
- Update task creation in Motion when project status changes in Dubsado
- Create new projects in Motion for every new project job in Dubsado