I have an online resume writing service and am finding ways to streamline business processes.
Any zaps that have been particularly helpful for Dubsado/Clickup users?
Also, is there a Zap that will update an existing Clickup task with a comment if a form is completed and submitted within Dubsado? I’d love to know when a client completes their questionnaire without having to manually check.
Could you advise?
Best answer by Liz_Roberts
Thanks for reaching out! These two apps have some great configurations- I recommend starting off by checking out the integration pages below. They include some templates and most popular zaps with each app!
It looks like you can create a Trigger related to creating a “public proposal form” in Dubsado then an Action to “post a task comment” in Clickup.
If that’s not quite the workflow you’re looking for just let us know and we can dig deeper!