Dubsado
ClickUp
zapier

An automated workflow using zapier

Connects Dubsado + ClickUp

Create ClickUp tasks for new projects as leads in Dubsado

About this workflow template

This automation scenario allows you to connect Dubsado and ClickUp

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Create ClickUp tasks for new projects as leads in Dubsado
Workflow diagram: Dubsado + ClickUp integration

How it works?

When this trigger fires in Dubsado

Dubsado

New Project as Lead in Dubsado

Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.

Then this action happens in ClickUp

ClickUp

Create Task in ClickUp

Creates a new task.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create ClickUp tasks for new projects as leads in Dubsado.

Part I

Configure Applications

First, we need to connect Dubsado and ClickUp to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Dubsado to Zapier.

    Connect Dubsado to Zapier.

    Give Zapier access to your Dubsado account, using Dubsado credentials.

  • Connect ClickUp to Zapier.

    Connect ClickUp to Zapier.

    Give Zapier access to your ClickUp account, using ClickUp credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Dubsado

    Set up a Trigger action for Dubsado

    Choose the following trigger: 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.).

  • Then set up an Action for ClickUp

    Then set up an Action for ClickUp

    Choose this action: Create Task (Creates a new task.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Dubsado and ClickUp.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create ClickUp tasks for new projects as leads in Dubsado!

Supported triggers and actions

  • ClickUp

    New task

    Triggers when tasks are added.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • ClickUp

    Task changes

    Triggers when a task changes.

    zapier
    triggerbyzapier
  • ClickUp

    Watch tasks

    Triggers when a task or subtask is created or updated.

    integromat
    triggerbyintegromat
  • ClickUp

    New task (instant)

    Triggers instantly when a new task is created

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • ClickUp

    New folder (instant)

    New folder (instant)

    pipedream
    triggerbypipedream
  • ClickUp

    New list (instant)

    New list (instant)

    pipedream
    triggerbypipedream
  • Dubsado

    Create project

    Creates a new project.

    zapier
    actionbyzapier
  • Dubsado

    Custom actions (beta)

    Create a new action using AI.

    zapier
    actionbyzapier
  • Dubsado

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • Dubsado

    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.

    zapier
    triggerbyzapier
  • Dubsado

    Contract signed

    Triggers when a client submits a signed contract.

    zapier
    triggerbyzapier
  • Dubsado

    New payment received

    Triggers when a client makes a payment on an invoice.

    zapier
    triggerbyzapier

Apps you need

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.