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Set up your first integration
Quickly connect Dubsado to Typeform with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Dubsado with Typeform - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Create an Empty Form" in Typeform.
You’re connected!
Zapier seamlessly connects Dubsado and Typeform, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
ActionWrite- FormsRequired
Try ItTriggerInstant
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Connect Dubsado and Typeform to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Typeform on the Zapier blog
Frequently Asked Questions about Dubsado + Typeform integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Typeform
How do I start the integration between Dubsado and Typeform?
To kick-off the integration, you need to set up a trigger in Typeform that activates when a new form response is received. Subsequently, this action should map the relevant fields and client information into Dubsado for seamless data transfer.
What triggers are available when connecting Dubsado with Typeform?
The primary trigger available is a new response in Typeform. Once this trigger occurs, it can prompt various actions in Dubsado, such as creating a new project or adding a lead to your CRM system.
Can I customize what data gets sent from Typeform to Dubsado?
Yes, during the setup of your action event within Dubsado, you can choose specific data points or fields from your Typeform responses that you would like to map to your Dubsado records.
How can I test if my integration between Dubsado and Typeform is working properly?
After setting up your triggers and actions for the integration, submit a test form response through Typeform. Double-check within Dubsado to ensure the data appears correctly as per the defined actions.
What should I do if my form responses aren't showing up in Dubsado after integration?
Firstly, verify that your trigger in Typeform is correctly set and that you have mapped all necessary fields within your action setup in Dubsado. If everything seems correct but issues persist, contact our support team for assistance.
Is it possible to update existing projects in Dubsado using new Typeform responses?
Generally, our integration supports creating new entries or updating certain types of existing records. For updates, ensure that you configure conditions in Dubsado that determine when an entry should be updated based on new incoming data from Typeform.
Are there any limitations on using multiple forms with different workflows in this integration?
You can link multiple forms and define distinct workflows by setting unique triggers for each form response via Typeform. However, keep an eye on any overlaps between workflows to maintain organized data management within your projects.
