Dubsado + Motion

Create new Motion projects for every newly signed Dubsado contract

Initiate a streamlined workflow between Dubsado and Motion with this setup. Once a contract is signed in Dubsado, a new project will be instantly created in Motion, saving you the hassle of manual data entry. This integration helps enhance your productivity, allowing you to focus more on the tasks that truly matter.

Initiate a streamlined workflow between Dubsado and Motion with this setup. Once a contract is signed in Dubsado, a new project will be instantly created in Motion, saving you the hassle of manual data entry. This integration helps enhance your productivity, allowing you to focus more on the tasks that truly matter.

  1. When this happens...
    DubsadoDubsado
    Contract Signed

    Triggers when a client submits a signed contract.

    TriggerInstant
  2. automatically do this!
    MotionMotion
    Create Project

    Creates a new Motion Project

    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
    Try It
  • 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
    • Workspace IDRequired

    • Project NameRequired

    • Description

    • Due Date

    • Priority

    Action
    Write
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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motion logo
motion logo

About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
Learn more

Related categories

  • Project Management