Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
CRM (Customer Relationship Management)
Dubsado
Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
Auth Test
Triggers when used used for the auth test.
Contract Signed
Triggers when a client submits a signed contract.
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.
New Lead (Legacy)
Triggers when a lead is manually created, a Lead Capture Form is Filled out, or a Public Proposal is filled out.
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.
New Payment Received (Legacy)
Triggers when a client makes a payment on an invoice.
New Payment Received
Triggers when a client makes a payment on an invoice.
Project Source
Triggers when used in a dynamic dropdown for the "Create Project" action to apply a source to a project when it's created.
Project Status
Triggers when used in a dynamic dropdown for the "Create Project" action to apply a status to a project when it's created.
Project Status Updated
Triggers when a project's status is updated.
Template Workflow
Triggers when used as a dynamic dropdown for the "Create Project" action to apply a template workflow to a project when it's created.
Create Project
Creates a new project.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
