Dubsado + Salesforce
Create records in Salesforce for new projects as jobs in Dubsado
Whenever there's a new project in Dubsado, this workflow will instantaneously craft a fresh record in Salesforce. This seamless link between Dubsado and Salesforce not only saves you from manually transferring data but also ensures all crucial details are immediately available within your Salesforce system. Gain efficiency, reduce errors and keep your projects and records in perfect harmony with this simple, yet powerful automation.
Whenever there's a new project in Dubsado, this workflow will instantaneously craft a fresh record in Salesforce. This seamless link between Dubsado and Salesforce not only saves you from manually transferring data but also ensures all crucial details are immediately available within your Salesforce system. Gain efficiency, reduce errors and keep your projects and records in perfect harmony with this simple, yet powerful automation.
- When this happens...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.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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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
