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.
Categories
When this trigger fires in Typeform
Triggers when a form is submitted.
Then this action happens in Dubsado
Creates a new project.
This guide contains information on how to set up an automatic workflow that allows to Create Dubsado projects from new Typeform entries.
Part I
First, we need to connect Typeform and Dubsado to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Typeform to Zapier.
Give Zapier access to your Typeform account, using Typeform credentials.
Connect Dubsado to Zapier.
Give Zapier access to your Dubsado account, using Dubsado credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Project (Creates a new project.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Typeform and Dubsado.
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!
New submission
Triggers when a form is submitted.
Triggers when a new response is submitted.
Get list of all the forms.
This trigger fires every time a form receives a new response.
Form is submitted
Creates a new project.
Create a new action using AI.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Triggers when a client submits a signed contract.
Triggers when a client makes a payment on an invoice.
Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.
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