Dubsado + Perspective

Dubsado + Perspective integrations

Create new Dubsado projects from new leads via funnel in Perspective

Generate and manage your projects in Dubsado seamlessly when a new lead comes in through Perspective. This workflow instantly creates a new project in Dubsado once a new lead is recognized via Funnel in Perspective. It's a smart and efficient way of eliminating the manual work of transferring information, allowing you more time to focus on nurturing leads and accomplishing goals.

When this happens...
New Lead via FunnelTriggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with Perspective and Dubsado

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

- Funnel
  Required
Trigger
Instant
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- Funnel
  Required
Action
Write
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

- Funnel
  Required
Trigger
Instant
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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

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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About Perspective