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When Contract signed in Dubsado, create new Portal in Notion

Anytime a contract is signed in Dubsado, create new database item in the Notion Client Portal database. You will still have to go into the new database entry and look at the entry's content area to click/use the "Portal Template" to generate the content inside of that portal, but the properties for that entry (Project Start/End dates, Support period Start/End dates, and support ticket link for Dubsado users) can be added via this automation.

Katelyn Deklecreated by Katelyn Dekle
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap uses the following 2 apps

  • Dubsado logo
  • Notion (2.6.0) logo

Dubsado + Notion (2.6.0)

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