Dubsado + SignerX.com
Create SignerX signature requests for new signed contracts in Dubsado
This automation not only saves time but also ensures you promptly react to new contracts, facilitating smoother business operations. When a contract is signed in Dubsado, this integration will automatically create a signature request in SignerX for seamless client management.
This automation not only saves time but also ensures you promptly react to new contracts, facilitating smoother business operations. When a contract is signed in Dubsado, this integration will automatically create a signature request in SignerX for seamless client management.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Pre-Fill a Template and Send for Signatures
Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
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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
Package Created
Triggers when a new package/document has been created.
Try It
