Clockify + Dubsado

Create new projects in Clockify when new projects as leads come in Dubsado

Stay on top of your workflow and enhance your project management capabilities by integrating Dubsado with Clockify. Whenever a New Project is initiated as a lead within the Dubsado platform, this workflow creates a corresponding project in the Clockify app. This streamlined process ensures all your projects are systematically organized and up-to-date across both platforms – saving you manual entry and valuable time.

Stay on top of your workflow and enhance your project management capabilities by integrating Dubsado with Clockify. Whenever a New Project is initiated as a lead within the Dubsado platform, this workflow creates a corresponding project in the Clockify app. This streamlined process ensures all your projects are systematically organized and up-to-date across both platforms – saving you manual entry and valuable time.

  1. When this happens...
    DubsadoDubsado
    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.

    TriggerInstant
  2. automatically do this!
    ClockifyClockify
    Create Project

    Creates a project on a specified workspace.

    ActionWrite
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Supported triggers and actions

  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
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    • Project 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

    Action
    Write
    • WorkspaceRequired

    Trigger
    Polling
    Try It
clockify logo
clockify logo

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.
Learn more

Related categories

  • Time Tracking Software
dubsado logo
dubsado logo

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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