Dubsado + Xama Hub
Create new Xama Hub clients from signed Dubsado contracts
When a contract is signed in Dubsado, instantly add a new client in Xama Hub using this handy workflow. It's an efficient way to ensure contract signing in one platform seamlessly leads to client creation in another without requiring manual transfers. Enjoy streamlined, precise data organization across your business tools.
When a contract is signed in Dubsado, instantly add a new client in Xama Hub using this handy workflow. It's an efficient way to ensure contract signing in one platform seamlessly leads to client creation in another without requiring manual transfers. Enjoy streamlined, precise data organization across your business tools.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create Client
Creates a new individual / company
- Free forever for core features
- 14 day trial for premium features & apps
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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
Client NameRequired
Registration Number
Primary Contact First Name
Primary Contact Middle Name
Primary Contact Last Name
Primary Contact Email
Primary Contact Phone
Primary Contact Street
Primary Contact City
Primary Contact Postcode
Primary Contact Country Code
