Client Hub + Dubsado
Create new client companies in Client Hub for signed contracts in Dubsado
Effortlessly streamline your client onboarding process with this Dubsado to Client Hub workflow. Once a contract is signed in Dubsado, a new client company will be created in Client Hub, simplifying your task management and ensuring a seamless start to the business relationship. Stay organized and save valuable time with this automation, allowing you to focus on providing an excellent experience for your new clients.
Effortlessly streamline your client onboarding process with this Dubsado to Client Hub workflow. Once a contract is signed in Dubsado, a new client company will be created in Client Hub, simplifying your task management and ensuring a seamless start to the business relationship. Stay organized and save valuable time with this automation, allowing you to focus on providing an excellent experience for your new clients.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create New Client Company
Creates a new Client Company
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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
Get Client Companies
Triggers when a new client company is added.
Try It
