Any.do Personal + Dubsado
Create new lists in Any.do Personal when contracts are signed in Dubsado
Effortlessly manage your signed contracts with this efficient Dubsado to Any.do Personal workflow. Whenever a contract is signed in Dubsado, a new list will be created in Any.do Personal, helping you stay organized and on top of your tasks. Save time, reduce manual data entry, and improve your contract tracking process with this seamless automation.
Effortlessly manage your signed contracts with this efficient Dubsado to Any.do Personal workflow. Whenever a contract is signed in Dubsado, a new list will be created in Any.do Personal, helping you stay organized and on top of your tasks. Save time, reduce manual data entry, and improve your contract tracking process with this seamless automation.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create List
Creates a new list.
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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
List
Try It
