Dubsado + Moxie
Create new Moxie opportunities from new Dubsado projects as jobs
Start a new project in Dubsado and spark an opportunity in Moxie in one swift movement. This workflow efficiently bridges the gap between the initiation of a project in Dubsado and the creation of a corresponding opportunity in Moxie. It lets you streamline your process, saving you time and helping to ensure that no potential opportunity slips through the cracks. Make your project management more efficient and integrate your business process seamlessly.
Start a new project in Dubsado and spark an opportunity in Moxie in one swift movement. This workflow efficiently bridges the gap between the initiation of a project in Dubsado and the creation of a corresponding opportunity in Moxie. It lets you streamline your process, saving you time and helping to ensure that no potential opportunity slips through the cracks. Make your project management more efficient and integrate your business process seamlessly.
- When this happens...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.
- automatically do this!Create Opportunity
Create a new pipeline opportunity
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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
Agreement Sent
Triggers when a proposal is sent either via link or email.
Try It
