Connect Sopro and Dubsado to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Link in Email Clicked" from Sopro.

Add your action

An action happens after the trigger—such as "Create Project" in Dubsado.

You’re connected!

Zapier seamlessly connects Sopro and Dubsado, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Link in Email Clicked
Triggers when prospect clicks on of the links in the email sent.
Trigger
Instant
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Email Responded
Triggers when prospect responds to an email.
Trigger
Instant
Try It
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
Try It
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

- Email Follow Up
Trigger
Instant
Try It
Email Opened
Triggers when email a prospect opens the email.
Trigger
Instant
Try It
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
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

For AI agents & developers

Use Sopro and Dubsado with AI agents and code

Beyond Zap workflows. Call Sopro and Dubsado actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Sopro and Dubsado actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Project

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Sopro and Dubsado actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* sopro / dubsado action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Sopro and Dubsado to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Sopro to Dubsado integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Sopro

Sopro is a B2B prospecting service. Our experts research and engage prospects. Your business gets qualified leads in your sales funnel.

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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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