Connect Manifestly Checklists and Dubsado to automate any workflow
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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.
- WorkflowRequired
Try It- WorkflowRequired
Try It- Contract Signed
Triggers when a client submits a signed contract.
Try It - 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.
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- WorkflowRequired
- Workflow StepRequired
Try It- WorkflowRequired
- Checklist Run Title
- User
- External ID
- Tag(s)
- Notes
- Start Date
- 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 It - New Payment Received
Triggers when a client makes a payment on an invoice.
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