Dubsado + Salesforce
Update Salesforce records when project statuses are updated in Dubsado
Streamline your project management tasks with this seamless workflow. As soon as a project's status is updated in Dubsado, a corresponding new record is instantly created in Salesforce. This keeps your team aligned, ensures updated data in Salesforce aligns with Dubsado changes, and eliminates the need for manual data entry, thus enhancing your overall efficiency and business processes.
Streamline your project management tasks with this seamless workflow. As soon as a project's status is updated in Dubsado, a corresponding new record is instantly created in Salesforce. This keeps your team aligned, ensures updated data in Salesforce aligns with Dubsado changes, and eliminates the need for manual data entry, thus enhancing your overall efficiency and business processes.
- When this happens...Project Status Updated
Triggers when a project's status is updated.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
- Free forever for core features
- 14 day trial for premium features & apps
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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
New Case Attachment
Triggers when a new Attachment is added to a case.
Try It
