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Dubsado + Todoist

Create new Todoist projects from signed Dubsado contracts

Streamline your workflow with a seamless process between Dubsado and Todoist. When a contract is signed in Dubsado, a new project is instantly created in Todoist. This integration keeps your project management on track without manual intervention, focusing your time and efforts on more important tasks. It serves as a perfect solution for maintaining organization and efficiency amidst the busy work routines.

Streamline your workflow with a seamless process between Dubsado and Todoist. When a contract is signed in Dubsado, a new project is instantly created in Todoist. This integration keeps your project management on track without manual intervention, focusing your time and efforts on more important tasks. It serves as a perfect solution for maintaining organization and efficiency amidst the busy work routines.

  1. When this happens...
    DubsadoDubsado
    Contract Signed

    Triggers when a client submits a signed contract.

    TriggerInstant
  2. automatically do this!
    TodoistTodoist
    Create Project

    Triggers when a new project is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Dubsado triggers, actions, and search

    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • 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
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • 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

    • TitleRequired

    • Start Date

    • End Date

    • Client First Name

    • Client Last Name

    • Client EmailRequired

    • Client Phone Number

    Action
    Write
dubsado logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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todoist logo
todoist logo

About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

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