Dubsado + Hive

Create new Hive projects from new Dubsado lead projects

When a new project lead is added in Dubsado, streamline your workflow with this automation that immediately creates a project in Hive. This seamless connection ensures that you can efficiently move forward without any manual data entry between the two systems. Free up time and increase productivity by ensuring your projects are instantly set up in Hive as soon as they are initiated in Dubsado.

When a new project lead is added in Dubsado, streamline your workflow with this automation that immediately creates a project in Hive. This seamless connection ensures that you can efficiently move forward without any manual data entry between the two systems. Free up time and increase productivity by ensuring your projects are instantly set up in Hive as soon as they are initiated in Dubsado.

  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!
    HiveHive
    Create Action for Project

    Creates a new action for project.

    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
    • WorkspaceRequired

    • Select Project

    Trigger
    Polling
    Try It
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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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hive logo
hive logo

About Hive

Hive provides simple automated workflow for teams. It brings all your different tools onto one dashboard and makes it easy to see progress and bottlenecks.

Related categories

  • Team Collaboration

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