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Set up your first integration
Quickly connect Dubsado to Notion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dubsado with Notion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Add Block to Page" in Notion.
You’re connected!
Zapier seamlessly connects Dubsado and Notion, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- DatabaseRequired
- Filter by Creation Time
Try ItTriggerPolling
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Practical ways you can use Dubsado and Notion
Sync signed contracts to Notion.
When a client signs a contract in Dubsado, Zapier creates a new database item in Notion to log and organize the contract. This workflow ensures all signed agreements are stored in one place, making it easier to track contracts and manage client work, saving valuable time.
Business OwnerCapture new leads into Notion.
When a new lead is generated in Dubsado, Zapier creates a new database item in Notion to log the lead details. This automation ensures that your marketing team has instant access to lead information and can prioritize follow-ups without delays.
Marketing & Marketing OpsTrack project status updates in Notion.
Every time a project's status is updated in Dubsado, Zapier updates the associated project database item in Notion. This ensures your task and project tracking tools stay aligned, reducing manual updates while streamlining visibility for stakeholders.
Project ManagementLearn how to automate Notion on the Zapier blog
Frequently Asked Questions about Dubsado + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Notion
How can I connect Dubsado to Notion?
We support seamless integration between Dubsado and Notion using our interface. You need to set up triggers in Dubsado, such as when a new project is created, and actions in Notion, like adding a new item in your database. Once the initial setup is done, the integration will work automatically.
What triggers can I use from Dubsado to activate actions in Notion?
Currently, we support several triggers from Dubsado such as New Project, New Lead, or Invoice Paid. These triggers can initiate actions in Notion like creating new pages or updating existing items in a database.
Are there pre-built templates for integrating Dubsado with Notion?
We offer pre-built templates that simplify the integration process between Dubsado and Notion. You can customize these templates to match your specific workflows and project management needs.
Can I update entries in my Notion database based on Dubsado workflows?
Yes, you can set up actions to update entries in your Notion database automatically. For instance, when a project's status changes in Dubsado, it can trigger an update on a corresponding entry within your Notion workspace.
Is it possible to automate creating tasks in Notion from client onboarding steps in Dubsado?
Absolutely. By setting specific onboarding milestones as triggers within Dubsado, you can automate the creation of tasks or projects within your designated task lists or databases in Notion.
What should I do if my integration between Dubsado and Notion stops working?
First, check the connection status of both applications within our platform. Ensure that all necessary permissions are granted and that there are no changes or updates needed on either application. If problems persist after verifying these factors, contact our support team for further assistance.
Can I customize which data fields are transferred from Dubsado to Notion?
You have full control over mapping the data fields transferred during an integration process. Customize which fields are picked up by selecting them during setup so only relevant information gets updated or reflected on your integrated apps.
