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Dubsado + Hnry

Dubsado + Hnry

Dubsado + Hnry integrations

Create Hnry clients from new signed contracts in Dubsado

Streamline your client onboarding process with this efficient workflow. When a contract is signed in Dubsado, it will create a new client in your Hnry account, simplifying the management of your customers and saving you time. Stay organized and ensure a seamless transition for each new client with this automated solution.

  1. When this happens...
    Contract Signed
    Contract Signed
    Contract SignedTriggers when a client submits a signed contract.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
    ActionWrite
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More things you can do with Dubsado and Hnry

Discover other triggers and actions you can use with Dubsado and Hnry

  • 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
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    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
    • Title
      Required
    • Start Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
      Required
    • Client Phone Number
    Action
    Write
    • Invoice
      Required
    • Description
    • Quantity
    • Price
    Action
    Write
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About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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Related categories
CRM (Customer Relationship Management)
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
hnry logo
hnry logo
About Hnry
Hnry is a service for contractors, freelancers, sole traders, and self-employed individuals that takes away all the hassle of tax and compliance as well as providing you with the necessary tools to manage any additional financial admin.
Learn moreLearn moreHelpHelp
Related categories
Accounting

Related Zap Templates

  • Add items to Hnry invoices for new Dubsado payments received

Related Zap Templates