Any.do Personal + Dubsado

Create tasks in Any.do Personal when project statuses are updated in Dubsado

Stay organized and focused on your projects with this workflow between Dubsado and Any.do Personal. When a project status is updated in Dubsado, a new task is created in Any.do Personal, ensuring you never miss important updates. Enjoy seamless integration and better project management without any manual effort.

Stay organized and focused on your projects with this workflow between Dubsado and Any.do Personal. When a project status is updated in Dubsado, a new task is created in Any.do Personal, ensuring you never miss important updates. Enjoy seamless integration and better project management without any manual effort.

  1. When this happens...
    DubsadoDubsado
    Project Status Updated

    Triggers when a project's status is updated.

    TriggerInstant
  2. automatically do this!
    Any.do PersonalAny.do Personal
    Create Task

    Creates a new task.

    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
    Try It
    • 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
any-do logo
any-do logo

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.
Learn more

Related categories

  • Task Management
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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier