Dubsado

· #107 most-used

Run your client business — proposals to payments, hands-free

CRMDocumentsFinanceSchedulingFormsAutomationEmail

Dubsado is the end-to-end client management platform built for creative professionals and service businesses: proposals, contracts, invoices, schedulers, and automatable workflows all in one place. Connect it to Actionist and your agents can open projects, send contracts the moment a lead says yes, dispatch invoices on a payment schedule, and react to every signed document or cleared payment — all without you touching the dashboard. Clients get a polished, responsive experience; you get your time back.

Try Dubsado with Actionist Visit Dubsado

Average time saved

10 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Dubsado automation eliminates the manual back-and-forth of sending proposals, chasing contract signatures, dispatching invoices on milestone, and logging payments that would otherwise consume hours of inbox and dashboard time each week.

Schedule

What your Dubsado agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

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Agents

Multi-app workflows

Dubsado × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

9Apps spanned

~45 hrsSaved / week

6Personas served

customer-success★ FeaturedSaves 1h 5m · runs ~10× /week

Inquiry to onboarded client in 60 seconds

When a new inquiry lands in Gmail, your agent reads the client's existing Dubsado record to check history, creates a tailored project if none exists, posts a briefing to Slack so the team is primed, and drops a discovery call on Google Calendar — the client moves from cold inquiry to scheduled conversation before you've replied to a single message.

Trigger: When a new client inquiry email arrives in Gmail

Step 1 trigger

Gmail

New inquiry email received

Step 2 read

Dubsado

Get Client — check if contact already exists

Step 3 write

Dubsado

Create Project — open new lead project for the inquiry

Step 4 write

Slack

Post inquiry brief to #new-leads channel

Step 5 write

Google Calendar

Create Appointment — schedule discovery call slot

→ Sub-60-second inquiry response

Savings

What this looks like for your team

The comparison strip shows real manual tasks your agent replaces. The calculator translates that into your team's numbers.

Without Actionist

With Dubsado agent

Sales
Manual proposal send
Drafting and emailing each proposal by hand after every inquiry, often hours after the lead came in.
18 min/week
Sales Agent
Agent sends proposal in minutes
Agent selects the matching Dubsado template and dispatches the proposal within the hour — while competitors are still typing.
Marketing
Lead pipeline copy-paste
Manually entering new Dubsado leads into HubSpot or a spreadsheet for campaign tracking.
13 min/week
Marketing Agent
Agent syncs leads cross-platform
Agent logs each new Dubsado lead project to the CRM and pipeline sheet the instant it's created — attribution is accurate from day one.
Customer Support
Post-signature follow-up
Manually sending welcome emails, booking kickoff calls, and dispatching questionnaires after each contract is signed.
18 min/week
Customer Support Agent
Agent runs the full onboarding
Agent applies the onboarding workflow template, sends the welcome email, and creates the kickoff appointment — all triggered the moment the contract fires.
Human Resources
Contractor agreement prep
Copying sub-contractor details into a Dubsado contract template and emailing it manually for each new hire or shoot assistant.
7 min/week
Human Resources Agent
Agent generates and sends the contract
Agent creates the sub-contractor contract in Dubsado using the right template and sends it within minutes of the booking confirmation.
Finance
Invoice dispatch and chase
Manually sending invoices on milestone, then logging into Dubsado to find and chase overdue ones each week.
13 min/week
Finance Agent
Agent invoices and follows up
Agent sends invoices on the correct date and fires a polite overdue reminder exactly seven days after the due date — no calendar reminder required.
Operations
Project status spreadsheet
Manually updating a master tracker every time a Dubsado project changes status — Active, Delivering, Complete — to keep operations visibility current.
25 min/week
Operations Agent
Agent syncs status in real time
Agent reacts to every Dubsado project status change and updates the Notion pipeline and Google Sheet tracker automatically — the ops view is always live.
Legal
Contract version management
Manually selecting and sending the correct contract template for each service type and checking that every new project has a signed agreement on file.
6 min/week
Legal Agent
Agent matches and sends the right contract
Agent identifies the project type, creates the matching Dubsado contract from the correct template, and dispatches it for e-signature — no version mix-ups.

+ 100s of other automations your agent handles

Average monthly savings

10 hours / person

ROI calculator

See what your team gets back

Team size

10 people

Fully-loaded rate

$20 / hour

Hours / week

Hours / year

1,250

Annual ROI

$25,000

Baseline: 2.5 hrs saved per person per week, across the full Dubsado automation set.

Connect

How to plug Dubsado into Actionist

Pick the connection method that suits your environment.

The fastest path to full Dubsado access. Install the MCP server in one click and the agent reaches your projects, invoices, and contracts through a secure OAuth handshake — no tokens to copy, no credentials to rotate.

Open the Apps tab

Find Dubsado in the Apps library and click Connect. MCP is selected by default.

Authorise in Dubsado

You'll be redirected to Dubsado's authorisation screen. Sign in with your Dubsado account and grant Actionist permission to read and write projects, clients, invoices, contracts, and proposals on your behalf.

Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Read the Dubsado docs →

Actions

20 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

5 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Dubsado

Reusable agent skills that work well alongside this app.

No paired skills curated yet. Add this app to your agent to discover what fits.

MCP servers

MCP servers that work with Dubsado

Connect Actionist to MCP servers built for or around this app.

No MCP servers indexed for this app yet.

FAQs

Questions about Dubsado + Actionist

How does Actionist connect to my Dubsado account?

The recommended path is MCP: click Connect in the Apps tab, authorise via Dubsado's OAuth screen, and Actionist gains scoped access to your projects, clients, invoices, and contracts. Your credentials never touch Actionist's servers — the OAuth token is stored locally and refreshes automatically. If you prefer a direct API token, generate one from Dubsado → Settings → Integrations → API and paste it into the API Token connection form.

Which Dubsado objects can the agent read and write?

The agent can create, read, and update projects and clients; create and send proposals, contracts, and invoices; log payments; create appointments; apply workflow templates and packages; add form entries; and make raw API requests for any endpoint not yet wrapped in a dedicated action. Read operations (Get Project, Get Client, Get Invoice) require no special permissions beyond the base OAuth scope.

Can the agent trigger actions when a contract is signed or a payment arrives?

Yes — Dubsado exposes five webhook triggers: Contract Signed, New Project as Job, New Project as Lead, New Payment Received, and Project Status Updated. Set these up in a workflow and the agent reacts the instant Dubsado fires the event — typically within seconds. No polling, no lag, no manual check.

How do I avoid sending duplicate invoices or proposals?

Use Get Invoice or Get Project as a guard step before any send action. If the read returns an invoice that's already been dispatched (status 'sent' or 'paid'), the agent can branch and skip the send. Build your workflow with an explicit 'already sent?' condition node, and the duplicate risk drops to zero — the agent only sends when the document is genuinely pending.

Will the agent send emails from my Dubsado email address or from Actionist?

When you use the Send Email or Send Proposal/Contract/Invoice actions, Dubsado dispatches the message through your connected email address — the one configured in Dubsado's Email Settings. The client sees your brand and your domain, not an Actionist address. Actionist simply triggers the send action via the API.

Can I use Dubsado workflow templates through Actionist?

Yes. The Apply Workflow Template action attaches any saved Dubsado workflow to an existing project, which triggers the full automated sequence — emails, tasks, and reminders — exactly as it would if you applied it manually in the dashboard. Your templates must already exist in Dubsado; Actionist cannot create new templates, only apply existing ones.

Does Actionist support Dubsado's payment instalment schedules?

Actionist can create invoices with custom line items and due dates, and it can log manual payments (cash, bank transfer) against any invoice. For payment plans set up inside Dubsado's native scheduler, use the New Payment Received webhook to react to each instalment clearing — the agent can then trigger follow-up steps (receipts, delivery unlocks, status updates) on every payment event in the schedule.

What happens if I disconnect Dubsado from Actionist?

Any active workflows with Dubsado triggers or actions will fail gracefully — the agent logs an authentication error and pauses the step rather than silently skipping it. Your Dubsado data is unaffected; Actionist holds no copy of your projects or client records. Reconnect via the Apps tab at any time and the workflows resume from the next trigger event.