Dubsado + Moneybird
Dubsado + Moneybird
Add attachments to new Moneybird documents when contracts are signed in Dubsado
Effortlessly attach signed contracts to new documents in Moneybird and streamline your document management with this workflow. As soon as a contract gets signed in Dubsado, it will be seamlessly added as an attachment to a new document in Moneybird. Save time, stay organized, and focus more on growing your business with this efficient process.
- When this happens...Contract SignedTriggers when a client submits a signed contract.
- automatically do this!Add Attachment to New DocumentAdd an attachment to a new document (use in combination with Create Document).
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More things you can do with Dubsado and Moneybird
Discover other triggers and actions you can use with Dubsado and Moneybird
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant
