SignWell + Dubsado Integrations

How to connect SignWell + Dubsado

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Supported triggers and actions

What does this mean?

Document Completed
Triggers when a document has been completed.
Trigger
Instant
Document Sent
Triggers when a document is sent.
Trigger
Instant
Document Viewed
Triggers when a signer view a document for the first time.
Trigger
Instant
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Action
Write
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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.
Trigger
Instant
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.
Trigger
Instant
New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
Dubsado
Triggers when a project's status is updated.
Instant
Trigger
Dubsado
Creates a new project.
Scheduled
Action

How SignWell + Dubsado Integrations Work

Step 1: Authenticate SignWell 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.

Connect SignWell + Dubsado

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.

Related categories

Signatures

About Dubsado

Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Related categories

CRM (Customer Relationship Management)

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