bexio + Dubsado
Create new persons in bexio for each new project as job in Dubsado
Ease your administrative workload with this effective workflow. When a new project is set up in Dubsado, a corresponding entry is instantly created in your bexio system. This creates a seamless bridge between Dubsado and bexio, eliminating manual data entry and enhancing cohesion between the two platforms. Focus on delivering remarkable projects, as this Dubsado-bexio connection takes care of the intricate details for you.
Ease your administrative workload with this effective workflow. When a new project is set up in Dubsado, a corresponding entry is instantly created in your bexio system. This creates a seamless bridge between Dubsado and bexio, eliminating manual data entry and enhancing cohesion between the two platforms. Focus on delivering remarkable projects, as this Dubsado-bexio connection takes care of the intricate details for you.
- When this happens...New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
- automatically do this!Create Person
Create a new person.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject Workflow
Project Location: Name
Project Location: Address Line 1
Project Location: Address Line 2
Project Location: City
Project Location: State/Province
Project Location: Zip/Postal
Project Location: Country
Alternate Contact: First Name
Alternate Contact: Last Name
Alternate Contact: Phone
Alternate Contact: Email
Client Address: Line 1
Client Address: Line 2
Client Address: City
Client Address: State/Province
Client Address: Zip/Postal
Client Address: Country
Client Company: Name
Client Company: Email
Client Company: Phone
Project Status
Project Source
TitleRequired
Start Date
End Date
Client First Name
Client Last Name
Client EmailRequired
Client Phone Number
New/Updated Company
Triggers when a company is added or updated.
Try It
