Dubsado + Ontraport
Create or update Ontraport contacts when new contracts are signed in Dubsado
Streamline your client management process with this efficient workflow that helps you keep track of signed contracts in Dubsado and effortlessly updates the corresponding contact details in Ontraport. When a contract is signed in Dubsado, this automation instantly creates or updates the contact information in Ontraport, ensuring your client database remains up-to-date and organized. Save time and maintain accurate records with this seamless integration between Dubsado and Ontraport.
Streamline your client management process with this efficient workflow that helps you keep track of signed contracts in Dubsado and effortlessly updates the corresponding contact details in Ontraport. When a contract is signed in Dubsado, this automation instantly creates or updates the contact information in Ontraport, ensuring your client database remains up-to-date and organized. Save time and maintain accurate records with this seamless integration between Dubsado and Ontraport.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
- Free forever for core features
- 14 day trial for premium features & apps
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
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 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
New Contact
Triggers when a new contact is added to Ontraport.
Try It
