After you connect Dubsado and Zapier, you can build Zaps that start from something happening in Dubsado (a trigger) or that create something in Dubsado (an action). This article lists every Dubsado trigger and action available in Zapier, the information each one can pass along, and a few ideas to get you started.
The third-party apps mentioned in this article are examples only. Dubsado isn't affiliated with, and doesn't endorse, any of them. Choose the integrations that make sense for your business, and make sure they comply with any laws that apply to you.
Dubsado triggers in Zapier
A trigger is an event in Dubsado that starts a Zap. Zapier watches for the trigger to happen, then pulls in the mapped information so the rest of your Zap can use it.
New Project as Lead
This trigger watches for a new project with a lead status to be created in Dubsado. That can happen manually from the projects list, or automatically when a client fills out a lead capture form or public proposal that's set to create a lead-status project.
Here's all the information available to map with the New Project as Lead trigger:
Project Title
Project Start Date
Project End Date
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
Workflow Title (if a workflow is applied via lead capture or public proposal when the project is created)
Project Source
Project Created Date
Project Status
Client Full Name
Client First Name
Client Last Name
Client Email
Client Phone
Alt Contact Full Name
Alt Contact First Name
Alt Contact Last Name
Alt Contact Email
Alt Contact Phone
Client Address Line 1
Client Address Line 2
Client Address City
Client Address State Province
Client Address Zip Postal
Client Address Country
Company Name
Company Email
Company Phone
Custom Mapped Project Fields
Custom Mapped Client Fields
The "pretty" version of a date field is a human-readable format, like "Wednesday, November 20, 2019 5:00 PM," instead of the raw timestamp. Use the pretty version when you want to print the date as text; some situations may still call for the original format.
A few ideas for using the New Project as Lead trigger:
Send yourself an SMS notification each time you get a new lead in Dubsado.
Create a new Asana task each time you get a new lead in Dubsado.
Add a new lead as a Mailchimp subscriber. You're responsible for your own compliance with email marketing and privacy laws when you do.
New Project as Job
This trigger works exactly like New Project as Lead, except it fires when a project with a job status is created instead. It maps the same fields listed above.
A couple of ideas for using the New Project as Job trigger:
Create or update a spreadsheet row in Google Sheets when you get a new job in Dubsado.
Send a channel message in Slack to notify your team when you get a new job in Dubsado.
New Payment Received
This trigger watches for a payment made on a Dubsado invoice through any of Dubsado's three payment processors: Dubsado Payments, Square, or PayPal.
Here's all the information available to map with the New Payment Received trigger:
Project Title
Amount Paid
Payment Method
Date Paid
Date Paid Pretty
Invoice ID
Invoice Number
Invoice Date
Invoice Total
Invoice Subtotal
Invoice Discount Total
All Client, Alt Contact, Client Address, Company, and Custom Mapped Client fields
Manually applied (manually logged) payments don't fire this trigger. Only payments made through a payment processor start a New Payment Received Zap.
The "pretty" version of any amount or total field is already formatted as dollars with a decimal point, so no further calculations are necessary.
A few ideas for using the New Payment Received trigger:
Record a sale in Wave when a payment is made in Dubsado.
Create a sales invoice in Xero when a payment is made in Dubsado.
Update an existing contact in ActiveCampaign when a payment is made in Dubsado.
Contract Signed
This trigger fires when any contract is signed by a client. If you want to control when the Zap runs, you can add a filter to your Zap.
In addition to all the fields available with New Project as Lead, the Contract Signed trigger includes:
Contract Name
Date Signed
Project Status Updated
This trigger watches for a project's status to change. It doesn't fire when a project is created with a status assigned at the same time; that's what the New Project as Lead and New Project as Job triggers are for.
This trigger fires anytime:
A project status is manually changed from within an individual project.
The status of one or more projects is changed from the projects list, individually or through bulk actions.
A flow changes the status of a project.
As with the Contract Signed trigger, you may want to add a filter to your Zap to control when it runs.
In addition to all the fields available with New Project as Lead, the Project Status Updated trigger includes:
Current Project Status (the new status)
Previous Project Status (the old status)
Dubsado actions in Zapier
Dubsado currently offers one action in Zapier: creating a project from another app.
Create Project
This action creates a new project in Dubsado based on a trigger from another app.
When you set up the Zap, you can map information from other apps into these Dubsado fields:
Project Title (required)
Project Start Date
Project End Date
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
Project Source
Project Created Date
Project Status
Client First Name
Client Last Name
Client Email (required)
Client Phone
Alt Contact First Name
Alt Contact Last Name
Alt Contact Email
Alt Contact Phone
Client Address Line 1
Client Address Line 2
Client Address City
Client Address State Province
Client Address Zip Postal
Client Address Country
Company Name
Company Email
Company Phone
Custom Mapped Project Fields
Custom Mapped Client Fields
You can also choose to automatically assign the following to every project created from this action:
Project Status
Project Source
Workflow
Any project created from this Zap is assigned the same project status, project source, and workflow. If you need different values for different situations, you can create multiple Zaps or use filters and paths to control what gets assigned.
A couple of ideas for using the Create Project action:
Create a new project in Dubsado when someone books with you through Acuity.
Create a new project in Dubsado when a Typeform is submitted.