“When a contract is signed in Dubsado, create a project List in ClickUp! (Consider using the "Project Status Updated" for the Dubsado trigger, then add a filter step to only create the List when a certain project status is reached.) | Want to uplevel this Zap for each service you offer? How about calculate important project dates automatically? That's possible! This Zap can even find Google Docs/Sheets and copy them to automatically-created Drive Folders for the new client, add/update the new client in your email marketing program, create a label in your Gmail inbox and send an instructional email to your admin team. And so much more! Contact Studio320 (studio320vs .com) today to discuss a Get It Done Day!”
created by Beth Kocol