Typeform
Dubsado
zapier

An automated workflow using zapier

Connects Typeform + Dubsado

Create Dubsado projects from new Typeform entries

About this workflow template

This automation scenario allows you to connect Typeform and Dubsado

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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 Dubsado projects from new Typeform entries
Workflow diagram: Typeform + Dubsado integration

How it works?

When this trigger fires in Typeform

Typeform

New Entry in Typeform

Triggers when a form is submitted.

Then this action happens in Dubsado

Dubsado

Create Project in Dubsado

Creates a new project.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Dubsado projects from new Typeform entries.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Typeform to Zapier.

    Connect Typeform to Zapier.

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

  • Connect Dubsado to Zapier.

    Connect Dubsado to Zapier.

    Give Zapier access to your Dubsado account, using Dubsado 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 Typeform

    Set up a Trigger action for Typeform

    Choose the following trigger: New Entry (Triggers when a form is submitted.).

  • Then set up an Action for Dubsado

    Then set up an Action for Dubsado

    Choose this action: Create Project (Creates a new project.).

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 Typeform and Dubsado.

  • 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 Dubsado projects from new Typeform entries!

Supported triggers and actions

  • Typeform

    New submission

    New submission

    pipedream
    triggerbypipedream
  • Typeform

    New entry

    Triggers when a form is submitted.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Typeform

    Watch responses

    Triggers when a new response is submitted.

    integromat
    triggerbyintegromat
  • Typeform

    List forms

    Get list of all the forms.

    zapierintegromatpipedream
    triggerbyzapierintegromatpipedream
  • Typeform

    New response in a form

    This trigger fires every time a form receives a new response.

    ifttt
    triggerbyifttt
  • Typeform

    Form is submitted

    Form is submitted

    integrately
    triggerbyintegrately
  • 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

Typeform

Typeform

Form Builders

Online forms and surveys builder

Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.

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.