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Hi! I use Dubsado as my CRM for two distinct workflows / bodies of work: client-facing work, and also hiring for my team. 

I want to set up a Zap so that when a new employee signs their contract in Dubsado, a folder with their name is created on my Google Drive, to-dos are created on Monday.com, etc. I set up the Zap so that the trigger = Dubsado contract signed, but I’m wondering if there’s a way to specify which type of contract - because I have client contracts and employee contracts.

Really hoping there’s a way to differentiate, as I also have a few Zaps set up for client workflows, and I’d prefer that employee contracts do not erroneously trigger those automations!

Thank you in advance!

Hi ​@Kate F 

Add a Filter as Zap step 2: https://zapier.com/apps/filter/integrations#help


Hi ​@Kate F,

Just popping in to follow up. Did you get a chance to try what Troy suggested?

Let us know if you’re still stuck—we’re here for you!


This was hugely, hugely helpful! Thank you so much! 


Wow! Thank you for confirming that Troy’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.


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