Docusign + Dubsado
Create DocuSign signature requests for new Dubsado payments received
Effortlessly streamline your document signing process by connecting Dubsado and DocuSign through this efficient workflow. When you receive a new payment in Dubsado, a signature request is instantly created in DocuSign, minimizing manual work and ensuring signatures are collected promptly. Stay organized and save time, allowing you to focus on delivering exceptional services to your clients.
Effortlessly streamline your document signing process by connecting Dubsado and DocuSign through this efficient workflow. When you receive a new payment in Dubsado, a signature request is instantly created in DocuSign, minimizing manual work and ensuring signatures are collected promptly. Stay organized and save time, allowing you to focus on delivering exceptional services to your clients.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Send Envelope Using Document
Sends an envelope signature request using a document.
- Free forever for core features
- 14 day trial for premium features & apps
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
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try It
