Connect PSOhub to Dubsado and automate any workflow
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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.
- New Contract Line
Triggers when a new contract line is added to an active project.
Try It - Account e-mailRequired
- ProjectRequired
- LineIDRequired
- Role
- Date & time fromRequired
- Date & time until
- HoursRequired
- MinutesRequired
- Description
- 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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- New Active Project
Triggers when a project is set to active.
Try It - 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.
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