ClickUp + Dubsado
Add new tasks in ClickUp for new signed documents in Dubsado
Automatically generate tasks in your ClickUp account as soon as your Dubsado documents are signed. This Zap gives you an easy way to ensure that your document workflows are streamlined and your follow-up stays up to date, without the need for manual updating.
Automatically generate tasks in your ClickUp account as soon as your Dubsado documents are signed. This Zap gives you an easy way to ensure that your document workflows are streamlined and your follow-up stays up to date, without the need for manual updating.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create Task
Creates a new task.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
WorkspaceRequired
Try It
