Dubsado + Microsoft Excel
Organize new Dubsado payments by creating spreadsheets in Microsoft Excel
Effortlessly track your Dubsado payments in Microsoft Excel with this seamless workflow. Whenever a new payment is received in Dubsado, this automation will create a new spreadsheet row in your designated Excel workbook, allowing for easy organization and analysis of your financial data. Spend more time focusing on your business and let this integration handle the tedious task of updating your payment records.
Effortlessly track your Dubsado payments in Microsoft Excel with this seamless workflow. Whenever a new payment is received in Dubsado, this automation will create a new spreadsheet row in your designated Excel workbook, allowing for easy organization and analysis of your financial data. Spend more time focusing on your business and let this integration handle the tedious task of updating your payment records.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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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 ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
