Create integrations between Endorsal and Dubsado to automate any workflow
Create your first workflow
Quickly automate workflows with Endorsal and Dubsado using Zapier's templates.
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Select a propertyRequired
Select a formRequired
Try ItSelect a propertyRequired
Select an EndoFormRequired
Customer name
Avatar URL
Customer email
Customer company
Customer position/job title
Customer rating (1-5)
Customer location
Save SuperLink to dashboard
Select a tag
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 It
Select a PropertyRequired
Name
Email Address
Phone
Avatar
Location
Position
Company
Website
Imported From
External ID
Custom Attributes
Select your propertyRequired
Select your EndoFormRequired
NameRequired
Email
Avatar
Company
Position
Location
Rating
CommentsRequired
Auto-approve testimonial?
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 It