Dubsado + Thrive Themes
Create new Dubsado projects from new Thrive Themes subscriptions
Whenever a new subscription form is filled out in Thrive Themes, set up this workflow to seamlessly start a new project in Dubsado. This process saves you from manually transferring data and lets you focus on making each project a success. Improve your productivity and streamline your operations with this simple workflow.
Whenever a new subscription form is filled out in Thrive Themes, set up this workflow to seamlessly start a new project in Dubsado. This process saves you from manually transferring data and lets you focus on making each project a success. Improve your productivity and streamline your operations with this simple workflow.
- When this happens...All Forms Subscription
Triggers on all type of forms subscription through lead generation elements.
- automatically do this!Create Project
Creates a new project.
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- 14 day trial for premium features & apps
All Forms Subscription
Triggers on all type of forms subscription through lead generation elements.
Try ItContract 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 It
Contact Form Subscription (DEPRECATED)
Triggers on new form subscriptions through contact form elements.
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
