Dubsado + Looping by Zapier
Create loops for numbers when new payments are received in Dubsado with Looping by Zapier
Stay organized and efficient when managing payments with this Dubsado and Looping by Zapier automation. Whenever you receive a new payment in Dubsado, the workflow will create a loop from the specified numbers in the Looping by Zapier app, making your payment tracking process seamless and streamlined without any manual intervention. Save time and focus on growing your business while this workflow takes care of your payment records.
Stay organized and efficient when managing payments with this Dubsado and Looping by Zapier automation. Whenever you receive a new payment in Dubsado, the workflow will create a loop from the specified numbers in the Looping by Zapier app, making your payment tracking process seamless and streamlined without any manual intervention. Save time and focus on growing your business while this workflow takes care of your payment records.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Create Loop From Numbers
Creates a new Loop from numbers. 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
