Dubsado + Notion

Dubsado + Notion integrations

Create Notion pages for new Dubsado projects as leads

Effortlessly manage your leads in Dubsado and keep track of project details with this workflow. When a new project is created as a lead in Dubsado, a corresponding page will be created in your Notion workspace. This seamless integration ensures you always have up-to-date information at your fingertips while staying organized and efficient.

When this happens...
New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
TriggerInstant
automatically do this!
Create PageCreates a Page inside a parent page
ActionWrite

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More things you can do with Dubsado and Notion

Discover other triggers and actions you can use with Dubsado and Notion

Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Data Source
  Required
Trigger
Instant
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- Data Source
  Required
Trigger
Instant
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- Data Source
- Page
  Required
- Properties to Watch
Trigger
Instant
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- Data Source
- Item
  Required
Action
Write
- Data Source
- Template Mode
Action
Write
- Page
  Required
- Content
  Required
- Content Format
Action
Write
- Database
  Required
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data Source
  Required
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
- File_upload_note
- Page (or Block) ID
  Required
- File
  Required
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- BlockId
  Required
Action
Search
- Data Source
Action
Search
- Block ID
  Required
- Page Size
- Start Cursor
Action
Search
- Page or Database Item ID
  Required
Action
Search
- Page
  Required
- Property
  Required
Action
Search
- User
  Required
Action
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
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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
- Database
- Data Source
- Page
Trigger
Instant
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- Data Source
  Required
Trigger
Instant
Try It
- Page
  Required
Trigger
Instant
Try It
- Page
  Required
- Block Type
  Required
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- Page
  Required
- Comment
  Required
Action
Write
- Parent_page
  Required
- Title
- Content
- Icon
- Cover
Action
Write
- Item ID
  Required
Action
Write
- Data Source
- Item
  Required
- Content
- Content Format
Action
Write
- File_upload_note
- Data Source
  Required
- Item
  Required
- File Property
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- Page
  Required
Action
Search
- Block ID
  Required
Action
Search
- Page ID
  Required
Action
Search
- Title
  Required
- Exact_match
  Required
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Template Mode
Action
Search or write

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

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CRM (Customer Relationship Management)

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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn moreLearn moreHelpHelp

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Task Management

Dubsado + Notion

Dubsado + Notion

Create Notion pages for new Dubsado projects as leads

More things you can do with Dubsado and Notion

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