Plumsail Documents + Dubsado Integrations
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Process NameRequired
Try It
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 It
Process NameRequired
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
The template workflow that should be applied and started when the project is created. Please do not use the "Use a Custom Value" option under "Other Options".
Project Location: Name
The name of the created project's location.
Project Location: Address Line 1
The address for the created project's location.
Project Location: Address Line 2
The address for the created project's location.
Project Location: City
The address for the created project's location.
Project Location: State/Province
The address for the created project's location.
Project Location: Zip/Postal
The address for the created project's location.
Project Location: Country
The address for the created project's location.
Alternate Contact: First Name
The client's alternate contact's first name.
Alternate Contact: Last Name
The client's alternate contact's last name.
Alternate Contact: Phone
The client's alternate contact's phone number.
Alternate Contact: Email
The client's alternate contact's email address.
Client Address: Line 1
The client's address.
Client Address: Line 2
The client's address.
Client Address: City
The client's address.
Client Address: State/Province
The client's address.
Client Address: Zip/Postal
The client's address.
Client Address: Country
The client's address.
Client Company: Name
The name of the client's company.
Client Company: Email
The client's company email address.
Client Company: Phone
The client's company phone number.
Project Status
The project status that should be assigned to the project when it's created. If no status is selected, the project will be created as a lead by default. Please do not use the "Use a Custom Value" option under "Other Options".
Project Source
The source for where this project was created from. Please do not use the "Use a Custom Value" option under "Other Options".
TitleRequired
The title of the created project.
Start Date
The date the created project begins on.
End Date
The date the created project ends on.
Client First Name
The client's first name.
Client Last Name
The client's last name.
Client EmailRequired
The client's email address.
Client Phone Number
The client's phone number.
How to connect Plumsail Documents + Dubsado
- Step 1: Authenticate Plumsail Documents and Dubsado.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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