CounselMore + Dubsado
Create new Dubsado projects when contacts are pushed from CounselMore
Easily manage your workflow from CounselMore to Dubsado with this automation. Once a contact is pushed from CounselMore, a new project is immediately created in Dubsado. It streamlines your process, saving you time on manual data entry and allowing you to directly focus on your project planning.
Easily manage your workflow from CounselMore to Dubsado with this automation. Once a contact is pushed from CounselMore, a new project is immediately created in Dubsado. It streamlines your process, saving you time on manual data entry and allowing you to directly focus on your project planning.
- When this happens...Contact Pushed From CounselMore
Triggers when a new contact is pushed from CounselMore.
- automatically do this!Create Project
Creates a new project.
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Contact Pushed From CounselMore
Triggers when a new contact is pushed from CounselMore.
Try ItNew 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
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
