Dubsado + Zapier Tables
Create records in Zapier Tables for new projects as leads in Dubsado
Stay organized and efficient with this workflow that springs into action when a new project becomes a lead in Dubsado. It directly creates a record of it in Zapier Tables, providing you with a systematic record-keeping solution. This allows you to easily track the progress of new leads, saving you time and enhancing your project management efficiency.
Stay organized and efficient with this workflow that springs into action when a new project becomes a lead in Dubsado. It directly creates a record of it in Zapier Tables, providing you with a systematic record-keeping solution. This allows you to easily track the progress of new leads, saving you time and enhancing your project management efficiency.
- When this happens...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.
- automatically do this!Create Record
Creates a new record on a table.
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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
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It
