Connect ClickUp and Dubsado to unlock the power of automation

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Set up your first integration

Quickly connect ClickUp to Dubsado with a Zapier template.

Our most popular template

Create ClickUp tasks for new projects as leads in Dubsado
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Dubsado + ClickUp
Create ClickUp folders for new signed contracts in Dubsado
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Dubsado + ClickUp
Create lists in ClickUp from new contracts signed in Dubsado
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Dubsado + ClickUp
Create tasks in ClickUp for new payments received in Dubsado
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Dubsado + ClickUp
Create ClickUp subtasks when Dubsado project statuses are updated
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Dubsado + ClickUp
Add new tasks in ClickUp for new signed documents in Dubsado
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Dubsado + ClickUp

Create ClickUp tasks for new projects as leads in Dubsado

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Dubsado + ClickUp

Create ClickUp folders for new signed contracts in Dubsado

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Dubsado + ClickUp

Create lists in ClickUp from new contracts signed in Dubsado

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Dubsado + ClickUp

Create tasks in ClickUp for new payments received in Dubsado

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Dubsado + ClickUp

Create ClickUp subtasks when Dubsado project statuses are updated

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Dubsado + ClickUp

Add new tasks in ClickUp for new signed documents in Dubsado

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Dubsado + ClickUp

Create ClickUp folders for new Dubsado projects as jobs.
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Dubsado + ClickUp
Create a new list in ClickUp when a new project is added as a lead in Dubsado
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Dubsado + ClickUp

How Zapier works

Zapier makes it easy to integrate ClickUp with Dubsado - no code necessary. See how you can get setup in minutes.

Select a trigger from ClickUp

A trigger is an event that starts your Zap and runs the workflow. For example, with ClickUp, a trigger could be "New Message Posted to Channel."

A trigger is the event that kicks off your automated workflow.

Setup an action from Dubsado

An action is what takes place after the automation is triggered. For example, with Dubsado, the action could be "Create Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ClickUp to Dubsado

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ClickUp to Dubsado integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about ClickUp + Dubsado integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Dubsado

Can I automatically create a ClickUp task from a new Dubsado project?

Yes, you can set up an automation to trigger when a new project is created in Dubsado. This will automatically create a new task in ClickUp with all the relevant project information.

Is it possible to update ClickUp tasks based on changes in Dubsado?

Absolutely. You can configure triggers within Dubsado that activate whenever there are changes in your projects. These could then update corresponding tasks within ClickUp, ensuring real-time synchronization.

How do I sync contacts between Dubsado and ClickUp?

While direct contact syncing isn't available, we suggest creating custom automations that utilize triggers in Dubsado when a contact is added or updated. This can then be used to create or edit entries in ClickUp with necessary contact details.

Can I trigger status changes in Dubsado from task completions in ClickUp?

Certainly. By setting up an integration, you can use the completion of a task as a trigger to change the status of a related project or task within Dubsado.

What kind of information can be shared between ClickUp and Dubsado during an integration?

Data such as task details, due dates, project statuses, and custom fields can be shared between both platforms during integrations, allowing for comprehensive tracking and management.

Is there support for recurring tasks from Dubsado to ClickUp?

Yes, when setting up your workflow automation, you can include rules for recurring tasks. This way, every time certain criteria are met in Dubsado, corresponding recurring tasks are created or updated in ClickUp.

How often does the data sync between Dubsado and ClickUp occur through integration?

Our systems are designed to perform data syncs instantly as triggers occur. This means data is transferred as soon as the initiating event happens within either platform.

Connect ClickUp and Dubsado to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Include a link to this Zap?
Action
Write

- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
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
- Title
  Required
- Start
  Required
- End
  Required
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search
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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- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write