Dubsado + Typebot
Create projects in Dubsado from new Typebot step triggers
Effortlessly streamline your client onboarding process with this Typebot to Dubsado workflow. Whenever a new step is triggered in Typebot, a project will be created in Dubsado, ensuring that all project details are properly organized and easily accessible. Save time and increase efficiency by automating this key aspect of your project management.
Effortlessly streamline your client onboarding process with this Typebot to Dubsado workflow. Whenever a new step is triggered in Typebot, a project will be created in Dubsado, ensuring that all project details are properly organized and easily accessible. Save time and increase efficiency by automating this key aspect of your project management.
- When this happens...Zapier Step Triggered
Triggers when a Zapier step is triggered by a user
- automatically do this!Create Project
Creates a new project.
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TypebotRequired
Zapier block IDRequired
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
