Looking to connect Dubsado with an AI answering service? You’re in the right place. This guide explains exactly how to set up a Dubsado answering service integration using Upfirst and Zapier, plus practical examples of what you can automate to save time and deliver a better client experience—especially if you run a law firm, real estate agency, or provide consulting services.

What is Dubsado?

Dubsado is an all-in-one business management platform designed for small service-based businesses. It helps you manage client relationships, projects, contracts, forms, invoices, and scheduling—all in one place. Think of it as your digital assistant for keeping track of leads, onboarding new clients, and staying organized, so you can spend less time on admin work and more time with your clients.

What can you do with Dubsado and Upfirst’s AI answering service?

When you connect Dubsado and Upfirst through Zapier, you unlock powerful ways to automate lead capture and client intake. After every call your AI receptionist handles, you can instantly add new leads, pre-fill project information, and make sure nothing slips through the cracks. Here are some of the most useful workflows:

1. Instantly create a new project for every qualified call

How it works:
Let’s say you’re a real estate agent. When someone calls your office, Upfirst’s AI answers and collects key info like their name, email, phone number, property interest, and budget. When the call ends, Zapier automatically creates a new project in Dubsado, filling in all those details—including custom fields like “property type” or “preferred location.”

Why set this up?
No more manually entering notes or forgetting to follow up. Every qualified lead gets logged as a project, so you can trigger your onboarding workflow, assign tasks, or send a proposal right away.

2. Qualify leads and only create projects for serious inquiries

How it works:
You can set Upfirst to ask screening questions (e.g., “Are you ready to start in the next 30 days?”). With Zapier’s Filters, you can make sure projects are only created in Dubsado if the caller meets your criteria (like budget, timeline, or service area).

Why set this up?
Avoid filling your CRM with time-wasters. Spend less time chasing unqualified leads, and let your team focus on high-value clients.

3. Capture and assign project sources automatically

How it works:
Have your AI receptionist ask, “How did you hear about us?” Upfirst passes this answer to Zapier, which maps it into Dubsado’s “Project Source” field. You’ll always know where your best leads come from—Google, referrals, or social media.

Why set this up?
Better track your marketing ROI and double down on what’s working.

4. Get notified instantly when a high-value lead calls

How it works:
Use Zapier Paths or Filters to look for keywords (like “urgent” or “VIP” in the call summary). If detected, Zapier can notify you in Slack or by email while also creating a new project in Dubsado.

Why set this up?
Never miss a hot lead or critical client call, even if you’re out of the office.

These automations help busy business owners streamline intake, reduce manual data entry, and deliver faster, more professional follow-ups—exactly what today’s clients expect.

What actions can you trigger in Dubsado after our virtual receptionist answers a call?

After every call handled by Upfirst’s AI receptionist, you can trigger the following action in Dubsado via Zapier:

• Create Project: Automatically create a new project in Dubsado, mapping caller details and custom information collected by the AI receptionist into your Dubsado project and client fields.

How to connect Dubsado to Upfirst

Ready to set up your Dubsado virtual receptionist integration? Here’s a simple, step-by-step guide:

1. Sign up for Zapier (if you haven’t already) at zapier.com.
2. Create a new Zap.
3. Set Upfirst as the Trigger app.
   • Choose the “Call Completed” trigger.
   • Connect your Upfirst account.
   • Test the trigger to pull in sample call data (including caller details and custom fields).
4. Add Dubsado as the Action app.
   • Select the “Create Project” action.
   • Connect your Dubsado account.
5. Map fields from Upfirst to Dubsado.
   • Choose which data from the call (name, email, phone, answers to custom questions) should fill which fields in Dubsado.
   • Map custom fields as needed (for example, “Service Needed” or “Project Source”).
6. Set up any filters or conditions (optional).
   • Only want to create projects for qualified leads? Add a Filter step (e.g., only if “Budget” is above a certain amount).
7. Test your Zap.
   • Run a test to make sure projects are being created correctly in Dubsado.
8. Turn your Zap on.
   • That’s it! New projects are now created automatically after every qualifying call.

With this Dubsado answering service integration, you can finally take calls 24/7, capture every lead, and have your client intake and project creation happen while you sleep—no more missed opportunities or manual entry.

Want to see what else you can automate? Contact our support team for integration tips, or check out more Zapier workflows on our blog.