Dubsado integration with Client Hub
How to Create new client companies in Client Hub for signed contracts in Dubsado
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new client companies in Client Hub for signed contracts in Dubsado" and then click on "Automate".
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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.