Dubsado + SurveySparrow

Create new Dubsado projects from new SurveySparrow submissions

When a new submission is received on SurveySparrow, this workflow promptly initiates a project within Dubsado. This simplifies your data management process and expedites project creation, ensuring you're always a step ahead and ready to start working on customer feedback in a timely manner.

When this happens...
New Submission
Triggers when a survey receives a new submission.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- CES SurveyRequired
Trigger
Instant
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- NPS SurveyRequired
Trigger
Instant
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- CES SurveyRequired
- Email Share TemplateRequired
- Recipient EmailRequired
Action
Write
- CES SurveyRequired
- WhatsApp Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- CSAT SurveyRequired
- Email Share TemplateRequired
- Recipient EmailRequired
Action
Write

- CSAT SurveyRequired
- WhatsApp Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- NPS SurveyRequired
- SMS Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write

- SurveyRequired
- Email Share TemplateRequired
- Recipient EmailRequired
Action
Write
- ClassicForm SurveyRequired
- WhatsApp Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
Action
Write

- CSAT SurveyRequired
Trigger
Instant
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- SurveyRequired
Trigger
Instant
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- CES SurveyRequired
- SMS Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- Email
- Name
- Mobile
Action
Write
- CSAT SurveyRequired
- SMS Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- NPS SurveyRequired
- Email Share TemplateRequired
- Recipient EmailRequired
Action
Write
- NPS SurveyRequired
- WhatsApp Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- SurveyRequired
- SMS Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
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 MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write