1.Detect new applicant record
Integrate Airtable and applicant trackers to trigger processing when a new record appears in your configured tracker.
Create client project and record from new applicant
Automatically monitor new records in your applicant tracker across Airtable and route qualifying service-interest intakes to Dubsado. Create and update client projects when service interest matches or fallback templates applyβso you can protect project kickoff timing, scale intake processing, and preserve CRM references without manual spreadsheet work.
How this automation creates client projects and records
When new applicant intake rows land unprocessed, project kickoff slips and CRM records stay incomplete. This automation monitors new applicant records and routes qualifying service interest and templatesβso your team can create projects and update tracker references instantly.
Airtableor swap with your favorite app
2.Splits full name fields
Integrate Formatter by Zapier and name parsing tools to split the full name field into first name and last name.
Formatter by Zapieror swap with your favorite app
3.Filters and routes by service interest
Integrate Filter by Zapier and workflow branching tools to route service-interest paths and continue only qualifying records.
Filter by Zapieror swap with your favorite app
4.Creates client project from intake
Integrate Dubsado and CRM project workflows to create a project using mapped intake fields and the selected template.
Dubsadoor swap with your favorite app
5.Updates tracker workflow status
Integrate Airtable and data mapping tools to write the created project reference and set a workflow started flag.
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Accelerate client delivery with automated project intake, task assignment, and deadline alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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