Airtable + Dubsado
Create records in Airtable for each new project as a job in Dubsado
Start managing your workload more efficiently with this workflow. Whenever you initiate a new project in Dubsado, it will result in the creation of a new record in Airtable, keeping all your project data neatly organized and easily accessible. This automation simplifies your project management process, allowing you to focus more on the project at hand.
Start managing your workload more efficiently with this workflow. Whenever you initiate a new project in Dubsado, it will result in the creation of a new record in Airtable, keeping all your project data neatly organized and easily accessible. This automation simplifies your project management process, allowing you to focus more on the project at hand.
- When this happens...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.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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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
BaseRequired
TableRequired
Limit to View
Include attachment content
Try It
