Dubsado + ShareFile
Create new ShareFile folders for each signed contract in Dubsado
Streamline your document organization with this workflow. Once a contract is signed in Dubsado, a new folder will be promptly created in ShareFile. This seamless process not only keeps your documents in order but also saves time, enhancing your efficiency and productivity.
Streamline your document organization with this workflow. Once a contract is signed in Dubsado, a new folder will be promptly created in ShareFile. This seamless process not only keeps your documents in order but also saves time, enhancing your efficiency and productivity.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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 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
New Client
Triggers when a new client is created.
Try It
