Organize new Dubsado payments by moving files in Dropbox
Streamline your bookkeeping process by keeping track of payments received in Dubsado and organizing related files in Dropbox. With this workflow, every time you receive a new payment in Dubsado, the corresponding file will be moved to a specific folder in Dropbox, ensuring your documents are neatly organized and easily accessible. Simplify your financial tasks with this seamless automation.
- When this happens...New Payment ReceivedTriggers when a client makes a payment on an invoice.
- automatically do this!Move FileMoves a file to a new location at the path you specify.
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More things you can do with Dubsado and Dropbox
Discover other triggers and actions you can use with Dubsado and Dropbox
- 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- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Try ItTriggerPolling
Related Zap Templates
- Create new Dropbox folders for every Dubsado project initiated as a job
- Create folders in Dropbox for new Dubsado projects as leads
- Create folders in Dropbox for updated project statuses in Dubsado
- Upload files to Dropbox when project statuses are updated in Dubsado
- Create Dropbox text files for new Dubsado payments received
- Create text files in Dropbox for updated project statuses in Dubsado
- Create text files in Dropbox for newly signed Dubsado contracts
- Create new Dubsado projects from new Dropbox folders
- Create text files in Dropbox for new Dubsado lead projects
- Create folders in Dropbox for every new contract signed in Dubsado
- Create new Dropbox folders for each signed contract in Dubsado
- Organize new payments in Dubsado by creating folders in Dropbox







