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Dubsado
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Dubsado
1. Choose trigger event
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FreeAgent
2. Choose action
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1. Select the event
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Dubsado
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.

Add your action

An action happens after the trigger—such as "Create Contact" in FreeAgent.

You’re connected!

Zapier seamlessly connects Dubsado and FreeAgent, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Dubsado and FreeAgent

Sync new client information to accounting software

When a new lead is created in Dubsado, Zapier will automatically create a corresponding contact in FreeAgent. This ensures that client information stays up-to-date across both platforms, reducing manual entry and speeding up the onboarding process.

Business Owner
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Track leads in accounting software for visibility

When a new lead is captured in Dubsado, Zapier will create a project in FreeAgent. This helps the marketing team track the financial impact of their lead generation efforts and align with broader business goals.

Marketing & Marketing Ops

Make work flow with AI

Level up your Dubsado to FreeAgent integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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About FreeAgent
FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.
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