Canopy + Dubsado
Create new Canopy clients from new Dubsado projects as leads
When a new project is identified as a lead in Dubsado, this workflow will promptly create an individual client in the Canopy app. This automated process can help you save time, streamline your business processes and ensure a seamless transfer of information between your favorite platforms. It's an effective solution for those looking to enhance productivity and efficiency in managing their client relationships.
When a new project is identified as a lead in Dubsado, this workflow will promptly create an individual client in the Canopy app. This automated process can help you save time, streamline your business processes and ensure a seamless transfer of information between your favorite platforms. It's an effective solution for those looking to enhance productivity and efficiency in managing their client relationships.
- When this happens...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.
- automatically do this!Create Individual Client
Creates a new individual client.
- Free forever for core features
- 14 day trial for premium features & apps
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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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
Project Location: Name
Project Location: Address Line 1
Project Location: Address Line 2
Project Location: City
Project Location: State/Province
Project Location: Zip/Postal
Project Location: Country
Alternate Contact: First Name
Alternate Contact: Last Name
Alternate Contact: Phone
Alternate Contact: Email
Client Address: Line 1
Client Address: Line 2
Client Address: City
Client Address: State/Province
Client Address: Zip/Postal
Client Address: Country
Client Company: Name
Client Company: Email
Client Company: Phone
Project Status
Project Source
TitleRequired
Start Date
End Date
Client First Name
Client Last Name
Client EmailRequired
Client Phone Number
New Business Client
Triggers when a business client is created.
Try It
