Dubsado + Google Sheets
Update rows in Google Sheets when new projects as jobs are created in Dubsado
Start your project management smoothly by using this workflow whenever a new project is initiated as a job in Dubsado. Let your Google Sheets spreadsheet reflect all the necessary details of every new project added. This workflow simplifies your record-keeping by ensuring all project details are promptly and accurately captured in your spreadsheet, freeing you to focus more on the project and less on data entry.
Start your project management smoothly by using this workflow whenever a new project is initiated as a job in Dubsado. Let your Google Sheets spreadsheet reflect all the necessary details of every new project added. This workflow simplifies your record-keeping by ensuring all project details are promptly and accurately captured in your spreadsheet, freeing you to focus more on the project and less on data entry.
- When this happens...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.
- automatically do this!Update Spreadsheet Row
Update a row in a specific spreadsheet with optional formatting.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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 ItProject Status Updated
Triggers when a project's status is updated.
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
TitleRequired
Start Date
End Date
Client First Name
Client Last Name
Client EmailRequired
Client Phone Number
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try It
