Dubsado + Teamwork
Create Teamwork projects from newly signed Dubsado contracts
Effortlessly streamline your project management process with this Dubsado to Teamwork automation. When a contract is signed in Dubsado, it will trigger the creation of a new project in Teamwork, saving you time and ensuring a seamless transition between contract completion and project initiation. Focus on delivering quality work instead of managing tasks manually with this efficient workflow.
Effortlessly streamline your project management process with this Dubsado to Teamwork automation. When a contract is signed in Dubsado, it will trigger the creation of a new project in Teamwork, saving you time and ensuring a seamless transition between contract completion and project initiation. Focus on delivering quality work instead of managing tasks manually with this efficient workflow.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create Project
Creates a new project.
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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 Calendar Event
Triggered when you add a new calendar event.
Try It
