Dubsado + Wufoo

Create projects in Dubsado for new Wufoo poll entries

Easily stay on top of your projects with this Wufoo and Dubsado workflow. When a new entry is submitted through a Wufoo form, a project will be created in Dubsado, streamlining your process and eliminating manual data entry. Set up this automation once, and watch your project management become more organized and efficient.

When this happens...
New Entry (poll)
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
TriggerPolling
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Polling
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New Form
Triggers when you build a new form.
Trigger
Polling
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- FormRequired
Trigger
Instant
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- Form HashRequired
Action
Write
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- FormRequired
Trigger
Polling
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- Form Hash
Trigger
Instant
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- Form HashRequired
Action
Write
- Form HashRequired
- Field TitleRequired
- Search ValueRequired
Action
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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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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