Dubsado + Ninja Forms
Create Dubsado projects from new Ninja Forms submissions
Easily manage new client projects by connecting Ninja Forms and Dubsado with this efficient workflow. When a form is submitted through Ninja Forms, a project will be created in Dubsado, keeping your processes organized and streamlined. Save time and streamline your client onboarding with this automation.
Easily manage new client projects by connecting Ninja Forms and Dubsado with this efficient workflow. When a form is submitted through Ninja Forms, a project will be created in Dubsado, keeping your processes organized and streamlined. Save time and streamline your client onboarding with this automation.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Project
Creates a new project.
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New Form Submission
Triggers when a form is submitted.
Try ItNew 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
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
