Woodpecker + Dubsado Integrations
How to connect Woodpecker + Dubsado
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New Questionnaire SubmittedTriggers whenever a questionnaire is submittedTrigger- Create/Update Client ProfileCreate or update a client profile within Woodpecker given their email address.Action
- Populate DocumentsPopulates one document or multiple with values that you specify.Action
Contract SignedTriggers when a client submits a signed contract.Trigger- New Project as JobTriggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.Trigger
- New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.Trigger
- New Payment ReceivedTriggers when a client makes a payment on an invoice.Trigger
- Project Status UpdatedTriggers when a project's status is updated.Trigger
- Dubsado
Creates a new project.
Scheduled
Action
How Woodpecker + Dubsado Integrations Work
- Step 1: Authenticate Woodpecker 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.
About Woodpecker
Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!
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