Connect Dubsado to ClickUp and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Dubsado to ClickUp with a Zapier template.

Our most popular template

Create ClickUp tasks for new projects as leads in Dubsado
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ClickUp + Dubsado
Create ClickUp folders for new signed contracts in Dubsado
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ClickUp + Dubsado
Create lists in ClickUp from new contracts signed in Dubsado
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ClickUp + Dubsado
Add new tasks in ClickUp for new signed documents in Dubsado
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ClickUp + Dubsado
Create tasks in ClickUp for new payments received in Dubsado
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ClickUp + Dubsado
Create ClickUp folders for new Dubsado projects as jobs.
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ClickUp + Dubsado

Create ClickUp tasks for new projects as leads in Dubsado

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ClickUp + Dubsado

Create ClickUp folders for new signed contracts in Dubsado

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ClickUp + Dubsado

Create lists in ClickUp from new contracts signed in Dubsado

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ClickUp + Dubsado

Add new tasks in ClickUp for new signed documents in Dubsado

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ClickUp + Dubsado

Create tasks in ClickUp for new payments received in Dubsado

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ClickUp + Dubsado

Create ClickUp folders for new Dubsado projects as jobs.

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ClickUp + Dubsado

Create a new list in ClickUp when a new project is added as a lead in Dubsado
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ClickUp + Dubsado
Create tasks in ClickUp for new projects in Dubsado
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ClickUp + Dubsado

How Zapier works

Zapier makes it easy to integrate Dubsado with ClickUp - no code necessary. See how you can get setup in minutes.

Select a trigger from Dubsado

A trigger is an event that starts your Zap and runs the workflow. For example, with Dubsado, a trigger could be "Contract Signed."

A trigger is the event that kicks off your automated workflow.

Setup an action from ClickUp

An action is what takes place after the automation is triggered. For example, with ClickUp, the action could be "New Checklist."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dubsado to ClickUp

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Dubsado and ClickUp 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Dubsado and ClickUp to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.
Trigger
Instant
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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.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
Action
Write

- Workspace
  Required
- Comment
  Required
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Task by ID
Find an existing task by its ID.
Action
Search

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.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start Date
- End Date
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Workspace
  Required
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search