Dubsado + ScoreApp

Dubsado + ScoreApp integrations

Create new Dubsado projects from newly signed up leads in ScoreApp

Convert your newly signed up leads from ScoreApp into projects on Dubsado with this automated workflow. As soon as a lead signs up on ScoreApp, a corresponding project gets created promptly on Dubsado. This saves you the hassle of manual data input and helps keep your project pipeline updated and organized seamlessly.

When this happens...
Lead Signed UpTriggers when a lead provides their details (normally name and email) via the lead form. If your lead form is configured to show after the quiz questions, all quiz answers and data will be available via this trigger.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with ScoreApp and Dubsado

Discover other triggers and actions you can use with ScoreApp and Dubsado

- Scorecard
  Required
Trigger
Instant
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- Scorecard
  Required
Trigger
Instant
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Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Scorecard
  Required
Trigger
Instant
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- Scorecard
  Required
Trigger
Instant
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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.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

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CRM (Customer Relationship Management)

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About ScoreApp

ScoreApp is a quiz builder and lead generation tool for small businesses.

Learn moreLearn moreHelpHelp

Related categories

Marketing