Dubsado + WPForms
Create new Dubsado projects from new WPForms entries
When a new form entry is created in the WPForms app, this workflow seamlessly streamlines the project creation process in the Dubsado app. It saves time by eliminating the need to manually recreate project details in Dubsado, offering an efficient way to manage and track your new projects. Boost productivity by leveraging this automation for your business management tasks.
When a new form entry is created in the WPForms app, this workflow seamlessly streamlines the project creation process in the Dubsado app. It saves time by eliminating the need to manually recreate project details in Dubsado, offering an efficient way to manage and track your new projects. Boost productivity by leveraging this automation for your business management tasks.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Project
Creates a new project.
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FormRequired
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
Api Docs Info
HTTP 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
