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ClickUp + Dubsado

ClickUp + Dubsado

ClickUp + Dubsado integrations

Add new tasks in ClickUp for new signed documents in Dubsado

Automatically generate tasks in your ClickUp account as soon as your Dubsado documents are signed. This Zap gives you an easy way to ensure that your document workflows are streamlined and your follow-up stays up to date, without the need for manual updating.

  1. When this happens...
    Contract Signed
    Contract Signed
    Contract SignedTriggers when a client submits a signed contract.
    TriggerInstant
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task.
    ActionWrite
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More things you can do with Dubsado and ClickUp

Discover other triggers and actions you can use with Dubsado and ClickUp

  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Dubsado triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • Project Workflow
    • 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
    • Alternate Contact: First Name
    • Alternate Contact: Last Name
    • Alternate Contact: Phone
    • Alternate Contact: Email
    • Client Address: Line 1
    • Client Address: Line 2
    • Client Address: City
    • Client Address: State/Province
    • Client Address: Zip/Postal
    • Client Address: Country
    • Client Company: Name
    • Client Company: Email
    • Client Company: Phone
    • Project Status
    • Project Source
    • Title
      Required
    • Start Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
      Required
    • Client Phone Number
    Action
    Write
    • Workspace
      Required
    Trigger
    Instant
    Try It
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About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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Project Management
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dubsado logo
About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn moreLearn moreHelpHelp
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CRM (Customer Relationship Management)
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