Dubsado + Proposify + FreshBooks Integrations
How to connect Dubsado + Proposify + FreshBooks
Zapier lets you send info between Dubsado and Proposify and FreshBooks automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Dubsado + Proposify + FreshBooks
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dubsado, Proposify, and FreshBooks. And don’t forget that you can add more apps and actions to create complex workflows.
Contract 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 ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try It
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How Dubsado + Proposify + FreshBooks Integrations Work
- Step 1: Authenticate Dubsado, Proposify, and FreshBooks.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
