1.Catch inquiry webhook
Integrate Webhooks by Zapier and webhook routing tools to extract submission identifier and status so you can key downstream lookups.
Create client project and shared folder on approval
Automatically catch inquiry webhooks across Webhooks by Zapier, Zapier Tables, and Dubsado project setup. Create and update client projects with shared folder links when inquiry webhook arrives, submission identifier matches, or status field changesβso you can speed onboarding, avoid duplicate intake work, and delete temporary records without manual coordination.
How this automation provisions client onboarding projects fast
When inbound inquiry webhooks arrive, delayed setup can stall onboarding and overwhelm coordinators. This automation converts webhooks into Zapier Tables lookups, routes by approval status, provisions a shared folder, and creates Dubsado projectsβso your team can onboard clients promptly.
Webhooks by Zapieror swap with your favorite app
2.Find record by submission ID
Integrate Zapier Tables and data lookup tools to pull inquiry fields so you can prepare onboarding inputs for each project.
Zapier Tablesor swap with your favorite app
3.Filter by record status
Integrate Filter by Zapier and workflow rules tools to branch by approved or rejected status so the right template applies.
Filter by Zapieror swap with your favorite app
4.Provision shared folder storage
Integrate Sub-Zap by Zapier and cloud storage tools to create a shared folder and generate a shareable link and path.
Sub-Zap by Zapieror swap with your favorite app
5.Create client project and delete intake
Integrate Dubsado and project workflow tools to create the project with the correct template and delete the intake record.
Dubsadoor swap with your favorite app
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Accelerate client delivery with automated project intake, task assignment, and deadline alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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