Connect Dubsado and Motion to unlock the power of automation
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Set up your first integration
Quickly connect Dubsado to Motion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dubsado with Motion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Create Project" in Motion.
You’re connected!
Zapier seamlessly connects Dubsado and Motion, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - New 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 ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- Workspace IDRequired
- Project NameRequired
- Description
- Due Date
- Priority
ActionWrite
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Practical ways you can use Dubsado and Motion
Align project creation and task management
When a new project is created in Dubsado, Zapier can automatically create a corresponding task in Motion. This automation ensures that tasks align with your project planning and scheduling, so you never miss a beat.
Business OwnerStay updated on lead progress
When a project status is updated in Dubsado indicating progress for a lead, Zapier automatically schedules a task in Motion. This workflow supports timely follow-ups and strategic planning, ultimately improving lead conversion rates.
Marketing & Marketing OpsLearn how to automate Motion on the Zapier blog
Frequently Asked Questions about Dubsado + Motion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Motion
How do I integrate Dubsado with Motion?
You can integrate Dubsado with Motion using our platform by creating a 'Zap'. A Zap is an automated workflow that connects your apps and services together. You can set specific triggers and actions that automate tasks between Dubsado and Motion.
What types of triggers are available for the Dubsado-Motion integration?
When integrating Dubsado with Motion, you can select from a variety of triggers such as when a new project is created in Dubsado, an existing project is updated, or when a form submission occurs. These triggers initiate the automation process between the two platforms.
Can I automate task creation in Motion using this integration?
Yes, you can automate task creation in Motion whenever certain events occur in Dubsado. For instance, when a new project is created or a payment is received in Dubsado, you can set up actions to automatically create corresponding tasks in Motion.
Is it possible to update client information across both platforms automatically?
Through this integration, you can update client information automatically. Triggers like updating client details in Dubsado can result in actions where those details are simultaneously updated in Motion, ensuring consistency across both platforms.
How can I manage my appointments between Dubsado and Motion seamlessly?
By setting up specific integrations through our platform, whenever an appointment is scheduled or rescheduled in Dubsado, it can trigger actions to adjust calendar events or set reminders within Motion—keeping your schedule organized effortlessly.
What should I do if my automation isn't working correctly?
If your integration isn't performing as expected, check the configuration of your Zaps first. Ensure that your triggers and actions are correctly set up. If issues persist, reviewing log files for errors or reaching out to our support team for assistance could resolve uncommon problems.
Can I receive notifications in Motion based on activities from Dubsado?
Absolutely! You can configure integrations so that certain activities within Dubsado—like receiving a new lead or completing a task—trigger notifications directly within Motion, keeping you informed instantly.
