Dubsado + Tally
Create Dubsado projects from new Tally submissions for seamless organization
Effortlessly manage your projects with this Tally and Dubsado integration. When you receive a new submission in Tally, this workflow will create a project in Dubsado, streamlining your project management process. Save time and enjoy a seamless connection between your favorite form building and client management tools.
Effortlessly manage your projects with this Tally and Dubsado integration. When you receive a new submission in Tally, this workflow will create a project in Dubsado, streamlining your project management process. Save time and enjoy a seamless connection between your favorite form building and client management tools.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Project
Creates a new project.
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Select a formRequired
Try ItNew 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
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
