Dubsado + Looping by Zapier
Create loops from text for new payments received in Dubsado with Looping by Zapier
Streamline your payment tracking process with this efficient workflow. When a new payment is received in Dubsado, this automation creates a loop from the text in the Looping by Zapier app. Save time, reduce manual work, and stay organized by automating your payment management process with this easy-to-implement solution.
Streamline your payment tracking process with this efficient workflow. When a new payment is received in Dubsado, this automation creates a loop from the text in the Looping by Zapier app. Save time, reduce manual work, and stay organized by automating your payment management process with this easy-to-implement solution.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Create Loop From Text
Creates a new Loop from text value(s) with a specified delimiter. This is an advanced action!
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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
Help Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
