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Dubsado + Formatter by Zapier

Process new Dubsado payments with Formatter by Zapier text action

Keep track of your incoming payments in Dubsado with ease using this efficient workflow. Once a new payment is received in Dubsado, the Formatter by Zapier app helps to transform the information into a readable text format for your records. Stay organized and get instant updates on your financial transactions without any manual intervention.

Keep track of your incoming payments in Dubsado with ease using this efficient workflow. Once a new payment is received in Dubsado, the Formatter by Zapier app helps to transform the information into a readable text format for your records. Stay organized and get instant updates on your financial transactions without any manual intervention.

  1. When this happens...
    DubsadoDubsado
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    TriggerInstant
  2. automatically do this!
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Dubsado triggers, actions, and search

    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search

    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Welcome

    Action
    Write
  • Dubsado triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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dubsado logo

About Dubsado

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories