Dubsado + ScoreApp

Create new Dubsado projects from newly signed up leads in ScoreApp

Convert your newly signed up leads from ScoreApp into projects on Dubsado with this automated workflow. As soon as a lead signs up on ScoreApp, a corresponding project gets created promptly on Dubsado. This saves you the hassle of manual data input and helps keep your project pipeline updated and organized seamlessly.

Convert your newly signed up leads from ScoreApp into projects on Dubsado with this automated workflow. As soon as a lead signs up on ScoreApp, a corresponding project gets created promptly on Dubsado. This saves you the hassle of manual data input and helps keep your project pipeline updated and organized seamlessly.

  1. When this happens...
    ScoreAppScoreApp
    Lead Signed Up

    Triggers when a lead provides their details (normally name and email) via the lead form. If your lead form is configured to show after the quiz questions, all quiz answers and data will be available via this trigger.

    TriggerInstant
  2. automatically do this!
    DubsadoDubsado
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

    • ScorecardRequired

    Trigger
    Instant
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    • ScorecardRequired

    Trigger
    Instant
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  • 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
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  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
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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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About ScoreApp

ScoreApp is a quiz builder and lead generation tool for small businesses.
Learn more

Related categories

  • Marketing