Dubsado Help & Support

What Dubsado Triggers and Actions are Supported?

Supported Triggers#

  • New Payment Received - Triggers when a client makes a payment on an invoice.
  • New Lead - Triggers when a new lead is captured or created in your dashboard.

Supported Searches#

  • None yet!

Supported Actions#

  • None yet!

How to Get Started with Dubsado on Zapier

To get started with Dubsado on Zapier, first you will need to click to connect your Dubsado account to use with your Zap.

Click to connect Dubsado

Next, you'll be asked to enter your Dubsado's API key.

Dubsado API Key

To locate your API Key in your Dubsado account, please follow these steps:

  1. Log into yourDubsado account.
  2. On the top right brand dropdown, click "Current Brand Settings"
  3. Choose the API Keys tab
  4. Select Zapier from the dropdown
  5. Click generate new token
  6. Copy api token

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your Dubsado account will now be successfully connected.

Dubsado connection successfull

Common Problems with Dubsado on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Getting Started with Zapier