Dubsado and Salesflare

How to connect Dubsado

When new Project as Lead in Dubsado, find or create contact in Salesflare.
When new Payment Received in Dubsado, create opportunity, then find or create contact in Salesflare.

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

Start a workflow when this happens

Contract Signed — Triggers when a client submits a signed contract.
New Payment Received — Triggers when a client makes a payment on an invoice.
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 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.
Project Status Updated — Triggers when a project's status is updated.

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create Project — Creates a new project.

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