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Dubsado/Clickup

  • 19 March 2020
  • 1 reply
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Userlevel 1

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?

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Best answer by Liz_Roberts 20 March 2020, 21:48

Hi @A.Writique ,

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!

 

Dubsado

Clickup

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!

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Hi @A.Writique ,

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!

 

Dubsado

Clickup

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!