Coda + Dubsado
Coda + Dubsado
Manage new Dubsado payments by upserting rows in Coda
Stay organized and streamline your bookkeeping process with this automated workflow between Dubsado and Coda. When there's a new payment inside your Dubsado account, this process ensures a new or updated row in your selected Coda document. Perfect for financial management, this integration helps keep your records accurate and up-to-date with less manual effort.
- When this happens...New Payment ReceivedTriggers when a client makes a payment on an invoice.
- automatically do this!Upsert RowCreates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Dubsado and Coda
Discover other triggers and actions you can use with Dubsado and Coda
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - New 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 ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - Project 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
ActionWrite- DocumentRequired
- TableRequired
Try ItTriggerPolling
