Dubsado + Moneybird
Dubsado + Moneybird
Generate sales invoices in Moneybird for new contracts signed in Dubsado
Streamline your financial management with this easy workflow. When a contract is signed in Dubsado, an equivalent sales invoice will be created in Moneybird. This seamless process ensures every signed agreement is promptly reflected in your financial records, eliminating manual data entry and saving you precious time.
- When this happens...Contract SignedTriggers when a client submits a signed contract.
- automatically do this!Create Sales InvoiceTriggers when a new sales invoice is created.
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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
