Connecteam + Dubsado

Update and create shifts in Connecteam whenever project statuses are updated in Dubsado

Streamline your project management and team scheduling with this workflow. When a project status is updated in Dubsado, the same change is instantly reflected in Connecteam, creating a new shift accordingly. This ensures your team stays up-to-date with project advancements and their schedules are adjusted in real time. Experience enhanced team coordination and boosted productivity with this efficient solution.

Streamline your project management and team scheduling with this workflow. When a project status is updated in Dubsado, the same change is instantly reflected in Connecteam, creating a new shift accordingly. This ensures your team stays up-to-date with project advancements and their schedules are adjusted in real time. Experience enhanced team coordination and boosted productivity with this efficient solution.

  1. When this happens...
    DubsadoDubsado
    Project Status Updated

    Triggers when a project's status is updated.

    TriggerInstant
  2. automatically do this!
    ConnecteamConnecteam
    Create Shift

    Creates a new shift in a scheduler

    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
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  • 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
    • Time ClockRequired

    Trigger
    Instant
    Try It
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About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Learn more

Related categories

  • Scheduling & Booking
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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