Dubsado + Movinghub integrations
Create Movinghub referrals when new Dubsado contracts are signed
Don't slow down your sales workflows with manual data entry tasks. Keep things moving with this integration. Set it up and, as soon as a contract is registered as signed in your Dubsado account, a new Movinghub referral will be automatically generated from the details.
- When this happens...Contract SignedTriggers when a client submits a signed contract.
- automatically do this!Create ReferralCreates a new referral to the Hub's Connections or ConnectionsPLUS module.
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More things you can do with Dubsado and Movinghub
Discover other triggers and actions you can use with Dubsado and Movinghub
- 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- Title
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- Date of Birth
- Move In Date
- Application TypeRequired
- Offer TypeRequired
- Agent Referred
- Comments
ActionWrite
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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