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Dubsado Contract Trigger - Workflows for Client vs. Employee Contracts

  • July 24, 2025
  • 4 replies
  • 19 views

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!

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4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34001 replies
  • July 24, 2025

Hi ​@Kate F 

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


ken.a
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  • Zapier Staff
  • 6780 replies
  • July 28, 2025

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!


  • Author
  • Beginner
  • 3 replies
  • July 29, 2025

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


JammerS
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  • Zapier Staff
  • 3527 replies
  • July 30, 2025

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.