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Dubsado + ShareFile

Dubsado + ShareFile

Dubsado + ShareFile integrations

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.

  1. When this happens...
    Contract Signed
    Contract Signed
    Contract SignedTriggers when a client submits a signed contract.
    TriggerInstant
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
    ActionWrite
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More things you can do with Dubsado and ShareFile

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

  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
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  • Dubsado triggers, actions, and search
    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
    Try It
  • Dubsado triggers, actions, and search
    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Dubsado triggers, actions, and search
    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
    Try It
  • Dubsado triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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
  • ShareFile triggers, actions, and search
    New Client

    Triggers when a new client is created.

    Trigger
    Polling
    Try It
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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 ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
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Related categories
Content & Files