Dubsado + FreshBooks
Create FreshBooks clients from newly signed Dubsado contracts
Effortlessly manage your client onboarding process with this seamless workflow between Dubsado and FreshBooks. Whenever a contract is signed in Dubsado, a new client will be created in FreshBooks, saving you time and ensuring your client data is organized and up-to-date. Focus on providing excellent services to your clients while this automation takes care of the administrative tasks for you.
Effortlessly manage your client onboarding process with this seamless workflow between Dubsado and FreshBooks. Whenever a contract is signed in Dubsado, a new client will be created in FreshBooks, saving you time and ensuring your client data is organized and up-to-date. Focus on providing excellent services to your clients while this automation takes care of the administrative tasks for you.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
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
AccountRequired
Try It
