If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how dubsado integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule

Automate when something happens in dubsado
Login -> Create new flow -> Select trigger -> Search dubsado -> Choose the trigger from the list
Take action in dubsado when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search dubsado -> Choose the action from the list
Trigger
Action

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viaSocket uses Dubsado's API to create triggers (events in Dubsado) and actions (things to do in other apps). You map the data fields once in the workflow builder—no coding required.
Yes. You can auto-send proposals, wait for signature, then kick off folder creation, task lists, welcome emails and scheduling so every new client gets the same fast, reliable start.
Yes. viaSocket can add AI steps to generate proposal text, summarize client intake, classify leads, or write personalized follow-ups, then push those outputs into Dubsado workflows for faster, smarter automation.
viaSocket connects through secure API links and only transfers the fields you choose for each workflow. Access controls and encrypted transmission keep data between your apps and services.
Simple automations (lead capture to proposal, invoice sync) often take 10–30 minutes using templates. More complex multi-step onboarding or accounting syncs can take an hour to customize.
Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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