How to use Zapier with Dubsado

Last Updated July 2026 | By Ema Katiraee, Certified Dubsado Specialist

Dubsado workflows are a game changer in terms of making things easier, automating and saving time for business owners. For some business owners who are using other applications like:

• Email automation software: Flodesk, ActiveCampaign, Kit, etc.

• Project management software: Clickup, Asana, etc.

• File storage services: Google Drive, Dropbox, etc.

• Appointment scheduling software: Calendly, Acuity, etc.

they need these applications included in their client process, and since they do not integrate directly with Dubsado, this is where Zapier comes in. 

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What is Zapier?

Zapier is a tool that allows end users to integrate the web applications they use and automate workflows. It’s is basically a middle man that allows you to connect application A to application B.

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Does Dubsado integrate with Zapier?

Yes! You can add Dubsado to your list of applications in Zapier. This will allow you to connect Dubsado with other applications without needing them to integrate directly inside of Dubsado.

This allows for automation to occur despite not being directly integrated, allowing you to save a lot of time.

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Dubsado triggers in Zapier

Zapier needs to know which action inside of Dubsado will trigger an action in another application. These are the list of actions that Zapier will watch for in Dubsado:

• Contract Signed - triggers when a client submits a signed contract.

• Project Status Updated - triggers when a project’s status is updated.

• New Payment Received - triggers when a client makes a payment on an invoice.

• New Project as Lead - triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.

• New Project as Job - triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.

Keep in mind that the free version of Zapier does not allow filters, meaning that the above triggers will fire off no matter what. It also does not allow for multi-step Zaps, meaning that it needs to be a direct task without any in between steps.

For some business owners this is perfectly fine and you’ll be able to use the free version of Zapier, but if you need to use filters in your Zap or multi-step Zaps to achieve the end result that you want, you would need a paid Zapier account (see pricing here).

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What can you do in Zapier?

Because Zapier allows you to integrate SO many applications with Dubsado, the possibilities are nearly endless. I’m listing a few popular options for you as ideas:

Google Drive

Does Dubsado integrate with Google Drive?

No, not natively, but you can connect them through Zapier.

Examples of Actions in Zapier

Create a Project Folder in Google Drive when a Contract is Signed in Dubsado

I use this one myself because every time I work with a new client, I create a folder for all of the content they need to provide for their workflows. 

A clear trigger of a new client in my client process is a contract signed in Dubsado. Once Zapier sees this task occur in Dubsado, it creates a new Google Drive folder in a location I’ve specified with the client's name.

It’s not a massively time consuming task, but it’s one less thing I have to do.

Add a Copy of a Document Template to their Google Drive Folder when a Contract is Signed in Dubsado

To add an additional step, you can use Zapier to find a document template inside your Google Drive folders and copy that template into the project folder you just created for the client.

This way, the clients project folder will be filled with all the documents they need once they begin their project.

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Kit (formerly ConvertKit)

Does Dubsado integrate with Kit?

Not currently. Dubsado has said this is something they're working on, but for now, you can connect the two through Zapier.

Examples of Actions in Zapier

Add new Dubsado lead to a Kit form or sequence

This Zap will add those who fill out a lead capture form to your list in Kit.

My recommendation here is to ask for permission to do this and keep in mind that in some countries receiving express permission to use someone’s personal information is a requirement.

Even if it's not a requirement in your case, I believe it's a good practice to ask for permission first and let them know that if they agree, they will be added to Kit and can unsubscribe at anytime.

The best way to do this is to add this as a question in your lead capture form and use the answer as a filter in Zapier before adding them to Kit (watch the tutorial below where I show you how to do this).

Tag a new Kit subscriber

You can add an additional step, and use Zapier to tag the lead inside of Kit. Now you can choose which emails to send them and segment inside of your subscriber list.

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Trello

Does Dubsado integrate with Trello?

No, not natively, but you can connect them through Zapier.

Examples of Actions in Zapier

Copy Trello board when contract signed in Dubsado

For those who manage projects in Trello there is a lot going on in there behind the scenes, so being able to tie Dusbado to Trello is a huge win. 

If you have a board that you use as a template with each new client, this Zap is perfect. Zapier will create a copy of the template board in Trello when it detects a new contract is signed in Dubsado. It will also allow you to name the board based on the information inside Dubsado (client name, project name, etc.)

If you need another type of action in Trello, just know that there are many triggers to choose from for Trello inside Zapier: create card, create list, create board, create comment, create label, add label to card, add members to card, move card to list, add attachment to card, update card, archive card, add checklist to card, remove label from card, complete checklist item in card, create checklist item in card, delete checklist in card, copy board, close board. 

So if creating a copy of a board isn’t what you need, there are many options to choose from to integrate Dubsado and Trello.

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Flodesk

Does Dubsado integrate with FloDesk?

Not currently. This is another one Dubsado has said is coming, but for now, Zapier is the way to connect them.

Examples of Actions in Zapier

Create new subscriber in FloDesk

When someone fills out your Dubsado inquiry form, Zapier can create or update them as a subscriber in Flodesk.

Add existing subscriber to workflow in FloDesk

Once a lead becomes a paying client in Dubsado, Zapier can add them to a specific Flodesk workflow, so their email experience shifts automatically from lead nurture to client communication.

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Wave

Does Dubsado integrate with Wave?

No, not natively, but you can connect them through Zapier. Note that Wave requires a paid Wave Pro or Wave Advisors subscription to connect with Zapier.

Examples of Actions in Zapier

Create a Wave invoice or customer when a new payment is received in Dubsado

Since Dubsado itself doesn't handle detailed bookkeeping, this Zap lets you keep Wave updated automatically whenever a client pays an invoice in Dubsado, without manually re-entering the transaction.

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Airtable

Does Dubsado integrate with Airtable?

No, not natively, but you can connect them through Zapier.

Examples of Actions in Zapier

Create an Airtable record when a contract is signed in Dubsado

For business owners tracking projects, leads, or content in Airtable, this Zap adds a new record automatically whenever a lead or client project is created in Dubsado, keeping your Airtable base in sync without manual entry.

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Calendly

Does Dubsado integrate with Calendly?

No, not natively, but you can connect them through Zapier. Note: to use this integration, you need a Standard, Teams or Enterprise Calendly plan.

Examples of Actions in Zapier

Add new invitee in Calendly as a new project in Dubsado

For those who are using other appointment scheduling software, this allows you to add those leads into Dubsado automatically as a new project.

The watch out when using a free version of Zapier is that you cannot filter by meeting type and by leads or clients - so you’ll be creating duplicate projects if current clients that are already in Dubsado book a new meeting in Calendly. 

Another watchout - if you use another appointment scheduling software instead of the Dubsado scheduler, you cannot make the most of Dubsado workflows using the scheduler/appointment as triggers in your workflow.

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Tutorial: How to use Zapier with Dubsado

Here is a quick tutorial to show you how to create some of the Zaps explained above, that connect other applications to Dubsado.

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Need help with Dubsado?

Need more support setting up Dubsado and customizing it for your business? I can help you with my Done-For-You Dubsado setup.

To learn more, simply book a free discovery call where we’ll talk about your business, where you are struggling and we’ll decide if it makes sense to work together.