Dubsado

Spin up a new Dubsado project with client, source, and type pre-filled so your agent can kick off the client journey without touching the dashboard.

Fetch a Dubsado project's full record — status, client, package, and outstanding items — so the agent can make decisions without you looking it up.

Change a project's status, assigned team member, or custom fields so your agent keeps Dubsado in sync as the engagement evolves.

Deliver an existing Dubsado invoice to the client's email so the agent can trigger billing at exactly the right moment in the project timeline.

Build a new invoice on a Dubsado project with line items, amounts, and due date so the agent can generate billing documents without you opening the app.

Deliver a pre-built Dubsado proposal to a lead's inbox so the agent can move prospects from inquiry to decision without manual follow-up.

Generate a new Dubsado proposal on a project with the selected template and package so the agent can tailor and send proposals without you touching the UI.

Deliver a Dubsado contract to the client for e-signature so the agent can push deals to legally binding status the moment a proposal is accepted.

Build a new Dubsado contract on a project using a chosen template so the agent can generate legally ready documents without manual copy-paste.

Book a new appointment on a Dubsado project so the agent can schedule calls, shoots, and consultations directly inside the client record.

Create a new client contact in Dubsado with name, email, and custom fields so the agent populates your CRM the instant a new relationship begins.

Retrieve a Dubsado client's full record — contact details, project history, and custom fields — so the agent can personalise outreach or make routing decisions.

Edit an existing Dubsado client's contact details, tags, or custom fields so the agent keeps your CRM accurate as client information changes.

Attach a saved Dubsado workflow template to an existing project so the agent can trigger the full automated sequence — emails, tasks, and reminders — in one action.

Send an email from your Dubsado account to a client using a pre-built template or custom copy so the agent communicates on your behalf inside the client record.

Record a manual payment against a Dubsado invoice so the agent can reconcile offline payments — cash, bank transfer, or cheque — without you logging into the dashboard.

Retrieve a specific Dubsado invoice's amount, status, due date, and line items so the agent can act on billing data without a human checking the dashboard.

Attach a saved Dubsado service package to a project so the agent can add pre-priced deliverables, retainers, or add-ons without manual line-item entry.

Submit a response to a Dubsado form on a project so the agent can populate questionnaires or intake forms from data gathered in other tools.

Fire a raw authenticated call to any Dubsado API endpoint so the agent can access objects and fields not yet wrapped in a dedicated action.

Fires the instant a client countersigns a Dubsado contract, giving your agent the signal to kick off the full post-signature sequence.

Fires when a Dubsado project is created or converted to Job status, marking an active paid engagement that your agent can immediately begin servicing.

Fires the moment a new inquiry or prospect project is created in Dubsado as a Lead, giving your agent a window to respond before the lead considers anyone else.

Fires whenever a payment clears on any Dubsado invoice, letting your agent react to every financial event — deposit, instalment, or final settlement — without polling.

Fires whenever a Dubsado project's status changes, enabling your agent to react to every stage transition — Lead, Active, Delivering, Complete — without a manual check.