Create new Hive projects when contracts get signed in Dubsado
Once a contract is signed in Dubsado, streamline your workflow by instantly creating a new project in Hive. This seamless integration ensures you stay on top of your tasks, managing your projects effectively as soon as any agreement is finalized. Save time and enhance efficiency by reducing the need for manual data entry.
Once a contract is signed in Dubsado, streamline your workflow by instantly creating a new project in Hive. This seamless integration ensures you stay on top of your tasks, managing your projects effectively as soon as any agreement is finalized. Save time and enhance efficiency by reducing the need for manual data entry.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create Action for Project
Creates a new action for project.
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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
WorkspaceRequired
Select Project
Try It