NektonIntegrationsCommunication Client Hub

Dubsado Client Hub Dubsado integration with Client Hub

How to Create new client companies in Client Hub for signed contracts in Dubsado

  4.8/5 from 12 votes. About 5 minutes to complete.

Steps to automate

Use workflow automation service.
Create Nekton account. You can also use your existing Google account to sign in.
Create automation
  • Click on the "Create new workflow" button, and then add "Automated step".
  • Set the step description to "Create new client companies in Client Hub for signed contracts in Dubsado" and then click on "Automate".
  • Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor screen to configure it. For example, you can run this flow every hour or every day.

Automate Client Hub integrations

Client Hub actions

Nekton can use any feature that is available in Client Hub API. Using our advanced AI, you can easily create custom automations for Client Hub. Here are some typical actions you can do in your automated workflows.
Create New Client Company
Creates a new Client Company
Get Client Companies
Triggers when a new client company is added.

About Client Hub

Client Hub is a modern workflow platform with client experience built-in, offering an amazing client collaboration experience.