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Dubsado + Motion

Dubsado + Motion

Dubsado + Motion integrations

Create new projects in Motion for every new project job in Dubsado

Initiate a smooth workflow between Dubsado and Motion once there's a New Project as Job in Dubsado. This automation will help you streamline your project by creating a corresponding project in Motion, ensuring that you can hit the ground running with all your project details in one place. This setup reduces manual data entry, guarantees consistency across platforms, and boosts your operational efficiency.

  1. When this happens...
    New Project as Job
    New Project as Job
    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.
    TriggerInstant
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a new Motion Project
    ActionWrite
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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

  • 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
    • Workspace ID
      Required
    • Project Name
      Required
    • Description
    • Due Date
    • Priority
    Action
    Write
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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.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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motion logo
motion logo
About Motion
Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
Learn moreLearn moreHelpHelp
Related categories
Project Management

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