Integrate Dubsado with Google Sheets to automate your work
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Frequently Asked Questions about Dubsado + Google Sheets integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Google Sheets
How can I automatically transfer data from Dubsado to Google Sheets?
You can automate data transfer by setting up a workflow that triggers when a new project is created in Dubsado. Our integration allows you to create a row in Google Sheets with details such as client information and project date.
Can I update existing Google Sheets rows with changes from Dubsado?
Yes, when specific fields in Dubsado are updated, we can trigger an action to search and update corresponding rows in Google Sheets ensuring your data remains current.
What types of triggers from Dubsado can initiate actions in Google Sheets?
Common triggers include when a new lead is captured, a project status changes, or an invoice is paid. Each of these actions can be set to automatically update or add data into Google Sheets.
Is it possible to use filters with the Dubsado and Google Sheets integration?
Absolutely, we offer filter options which allow users to set conditions under which the integration should proceed. For example, only transferring client data if they come from certain industries.
Are there any actions that cannot be performed with this integration?
While most record management tasks are supported, certain complex operations like batch updating multiple sheets at once may require additional custom setup beyond standard capabilities.
How often does the synchronization occur between Dubsado and Google Sheets?
The synchronization frequency depends on the specific triggers set but generally happens instantly or within a few minutes after the event occurs in Dubsado.
What should I do if my data isn't syncing correctly between Dubsado and Google Sheets?
If you're experiencing issues, first check your trigger and action configurations for errors. Ensure that all connections are correctly authenticated. If problems persist, our support team is ready to help troubleshoot further.
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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.
- Contract Signed
Triggers when a client submits a signed contract.
Try It - 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.
Try It - Project Status Updated
Triggers when a project's status is updated.
Try It - HTTP 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 It - New Payment Received
Triggers when a client makes a payment on an invoice.
Try It - 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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
- Drive
- SpreadsheetRequired
- WorksheetRequired
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