Integrate Dubsado with Motion to automate your work
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Frequently Asked Questions about Dubsado + Motion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Motion
How do I integrate Dubsado with Motion?
You can integrate Dubsado with Motion using our platform by creating a 'Zap'. A Zap is an automated workflow that connects your apps and services together. You can set specific triggers and actions that automate tasks between Dubsado and Motion.
What types of triggers are available for the Dubsado-Motion integration?
When integrating Dubsado with Motion, you can select from a variety of triggers such as when a new project is created in Dubsado, an existing project is updated, or when a form submission occurs. These triggers initiate the automation process between the two platforms.
Can I automate task creation in Motion using this integration?
Yes, you can automate task creation in Motion whenever certain events occur in Dubsado. For instance, when a new project is created or a payment is received in Dubsado, you can set up actions to automatically create corresponding tasks in Motion.
Is it possible to update client information across both platforms automatically?
Through this integration, you can update client information automatically. Triggers like updating client details in Dubsado can result in actions where those details are simultaneously updated in Motion, ensuring consistency across both platforms.
How can I manage my appointments between Dubsado and Motion seamlessly?
By setting up specific integrations through our platform, whenever an appointment is scheduled or rescheduled in Dubsado, it can trigger actions to adjust calendar events or set reminders within Motion—keeping your schedule organized effortlessly.
What should I do if my automation isn't working correctly?
If your integration isn't performing as expected, check the configuration of your Zaps first. Ensure that your triggers and actions are correctly set up. If issues persist, reviewing log files for errors or reaching out to our support team for assistance could resolve uncommon problems.
Can I receive notifications in Motion based on activities from Dubsado?
Absolutely! You can configure integrations so that certain activities within Dubsado—like receiving a new lead or completing a task—trigger notifications directly within Motion, keeping you informed instantly.
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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
- Workspace ID
- Project NameRequired
- Description
- Due Date
- Priority