Dubsado + Popl
Create new Dubsado projects from new contacts in your Popl account
Keep your project management in Dubsado updated effortlessly when you make new connections in Popl. With this workflow, every time you add a new contact in Popl, a corresponding project will be created in Dubsado. This automation saves you time and maintains a seamless data flow between your networking and project management activities.
Keep your project management in Dubsado updated effortlessly when you make new connections in Popl. With this workflow, every time you add a new contact in Popl, a corresponding project will be created in Dubsado. This automation saves you time and maintains a seamless data flow between your networking and project management activities.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Project
Creates a new project.
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Lead TypeRequired
Try ItContract 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 It
Lead TypeRequired
Try ItNew 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
