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Dubsado + MoonClerk

Create new Dubsado projects from new MoonClerk payments

Streamline your project creation process with this efficient workflow. Whenever a new payment happens in your MoonClerk account, a new project is created in Dubsado instantly. This automation reduces manual work by bridging your payment and project management systems, assisting you in tracking revenues and tasks in real time.

Streamline your project creation process with this efficient workflow. Whenever a new payment happens in your MoonClerk account, a new project is created in Dubsado instantly. This automation reduces manual work by bridging your payment and project management systems, assisting you in tracking revenues and tasks in real time.

  1. When this happens...
    MoonClerkMoonClerk
    New Payment

    Triggers when a payment has been made on MoonClerk.

    TriggerInstant
  2. automatically do this!
    DubsadoDubsado
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search

    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Customer IDRequired

    Action
    Search
  • 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 logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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moonclerk logo
moonclerk logo

About MoonClerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

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