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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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.

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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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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.

    Try It
  • Dubsado triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    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
    • Start Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
    • Client Phone Number
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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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