Latenode

Sync Dubsado leads to Trello cards for seamless project management

This automation solution synchronizes project management workflows between Dubsado and Trello. When a new project is created as a lead in Dubsado, a corresponding Trello card is automatically generated to ensure all project details and tasks are centralized in the Trello board.

This integration streamlines the handoff between client intake and active project management, helping teams stay organized and up-to-date across both platforms. By automating the card creation process, users can focus on executing the project rather than manually bridging the two systems.

Updated Apr 12, 2026Est. run: 25sEst. cost: $0
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
Integrations & automation

Workflow preview

What this template does

  • Automatically creates a new Trello card for each new project lead in Dubsado
  • Centralizes project details and tasks in the Trello board
  • Streamlines the handoff between client intake and active project management
  • Keeps teams organized and up-to-date across both Dubsado and Trello
  • Generates Trello cards to free up users to focus on project execution

How it works

1
Trigger

Trigger: New project created as a lead in Dubsado

When a new project is created as a lead in Dubsado, the automation solution is triggered to begin the workflow.

2
Logic

Prepare project data

The automation extracts key details about the new Dubsado project, such as the project name, client information, and any initial tasks or requirements.

3
Action

Create Trello card

Using the project data from Dubsado, the automation creates a new card on the connected Trello board, ensuring all project details are centralized in the Trello workspace.

Setup guide

1

Add Dubsado credential

1. In the Latenode Credentials panel, add a new credential for Dubsado. 2. Provide your Dubsado API key and secret.

2

Add Trello credential

1. In the Latenode Credentials panel, add a new credential for Trello. 2. Provide your Trello API key and token.

3

Configure Dubsado trigger

1. Add a new Dubsado trigger node to your workflow. 2. Select the 'New Lead' event to trigger the automation.

4

Configure Trello action

1. Add a new Trello action node to your workflow. 2. Select the 'Create Card' action. 3. Map the relevant Dubsado lead data (e.g. name, description, due date) to the Trello card fields.

5

Test the integration

1. Create a new lead in Dubsado. 2. Verify that a new Trello card is automatically created with the expected data.

Requirements

Create a Trello account and obtain an API key and token
Ensure the Trello workspace used has the necessary permissions to create new cards
Obtain the Dubsado API credentials (API key and API secret) to access the Dubsado project management data
Configure the automation to map Dubsado project details to the corresponding Trello card fields
For providers without a native connector in Latenode, use the JavaScript step with that service's API credentials (stored in Latenode Keys / Secrets).

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.

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