Connect Endorsal to Dubsado and automate any workflow
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Quickly connect Endorsal to Dubsado with a Zapier template.
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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.
- Property IDRequired
- Select a formRequired
Try It- Property IDRequired
- Select a formRequired
- Name
- Avatar
- Email Address
- Company
- Position
- Customer rating (1-5)
- Location
- Save SuperLink to dashboard
- Select a tag
- 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.
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- Select a PropertyRequired
- Name
- Email Address
- Phone
- Avatar
- Location
- Position
- Company
- Website
- Imported From
- External ID
- Custom Attributes
- Property IDRequired
- Select your EndoFormRequired
- Name
- Email Address
- Avatar
- Company
- Position
- Location
- Customer rating (1-5)
- CommentsRequired
- Auto-approve testimonial?
- 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.
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