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Connect Dubsado to PlaybookBuilder and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Dubsado with PlaybookBuilder - no code necessary. See how you can get setup in minutes.

Select a trigger from Dubsado

A trigger is an event that starts your Zap and runs the workflow. For example, with Dubsado, a trigger could be "Contract Signed."
A trigger is the event that kicks off your automated workflow.

Setup an action from PlaybookBuilder

An action is what takes place after the automation is triggered. For example, with PlaybookBuilder, the action could be "Create User."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dubsado to PlaybookBuilder

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Triggers and actions are the main components of every automated workflow.

Connect Dubsado and PlaybookBuilder to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Dubsado and PlaybookBuilder to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 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
    • Title
      Required
    • Start Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
      Required
    • Client Phone Number
    Action
    Write
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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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    About PlaybookBuilder
    PlaybookBuilder is a skill accelerator built to help small and medium sized companies train, scale, and grow.
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