Dubsado + Popl
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.
- When this happens...New LeadTriggers when you collect a new lead via Popl
- automatically do this!Create ProjectCreates a new project.
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More things you can do with Popl and Dubsado
Discover other triggers and actions you can use with Popl and Dubsado
- Lead TypeRequired
Try ItTriggerInstant- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant
- Lead TypeRequired
Try ItTriggerInstant- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite
