Dubsado + Popl
Create new Dubsado projects from new contacts in your Popl account
Keep your project management in Dubsado updated effortlessly when you make new connections in Popl. With this workflow, every time you add a new contact in Popl, a corresponding project will be created in Dubsado. This automation saves you time and maintains a seamless data flow between your networking and project management activities.
Keep your project management in Dubsado updated effortlessly when you make new connections in Popl. With this workflow, every time you add a new contact in Popl, a corresponding project will be created in Dubsado. This automation saves you time and maintains a seamless data flow between your networking and project management activities.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Create Project
Creates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItNew 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 It
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
Try ItContract 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 It
