Dubsado + Streamtime

Create new Streamtime jobs from new Dubsado projects

When a new project is initiated in Dubsado, this workflow ensures a corresponding job is quickly created in Streamtime. It enhances your project management efficiency by keeping both systems aligned, eliminating manual data entry. This automation helps in accounting every project accurately and timely in Streamtime following its creation in Dubsado.

When a new project is initiated in Dubsado, this workflow ensures a corresponding job is quickly created in Streamtime. It enhances your project management efficiency by keeping both systems aligned, eliminating manual data entry. This automation helps in accounting every project accurately and timely in Streamtime following its creation in Dubsado.

  1. When this happens...
    DubsadoDubsado
    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.

    TriggerInstant
  2. automatically do this!
    StreamtimeStreamtime
    Create Job

    Creates a new Job in the system.

    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
dubsado logo
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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streamtime logo
streamtime logo

About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.
Learn more

Related categories

  • Project Management

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