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Dubsado + Paperform

Create new Dubsado projects from new Paperform form submissions

Streamline your work processes with this efficient tool that creates a new Dubsado project every time a new form entry is received in Paperform. This way, none of your critical details are overlooked, ensuring seamless management of your work. So sit back and watch as your workflow becomes more efficient and hassle-free.

Streamline your work processes with this efficient tool that creates a new Dubsado project every time a new form entry is received in Paperform. This way, none of your critical details are overlooked, ensuring seamless management of your work. So sit back and watch as your workflow becomes more efficient and hassle-free.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    DubsadoDubsado
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • 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

    • TitleRequired

    • Start Date

    • End Date

    • Client First Name

    • Client Last Name

    • Client EmailRequired

    • Client Phone Number

    Action
    Write
dubsado logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

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