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  • LeadConnector logoLeadConnector logo

Dubsado + LeadConnector

Update LeadConnector contacts when new payments are received in Dubsado

Streamline your client management by connecting Dubsado and LeadConnector with this workflow. When a new payment is received in Dubsado, it triggers an immediate update or addition of the contact in LeadConnector. This saves you the hassle and time involved in manual data entry, ensuring your LeadConnector contacts stay accurate and up-to-date with your Dubsado payment information.

Streamline your client management by connecting Dubsado and LeadConnector with this workflow. When a new payment is received in Dubsado, it triggers an immediate update or addition of the contact in LeadConnector. This saves you the hassle and time involved in manual data entry, ensuring your LeadConnector contacts stay accurate and up-to-date with your Dubsado payment information.

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

    Triggers when a client makes a payment on an invoice.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • 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
    • Apply standard error handling?Required

    • HTTP MethodRequired

    • URLRequired

    • 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

    • TitleRequired

    • Start Date

    • End Date

    • Client First Name

    • Client Last Name

    • Client EmailRequired

    • Client Phone Number

    Action
    Write
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
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dubsado logo

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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leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories