Dubsado + MoonClerk

Dubsado + MoonClerk integrations

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.

When this happens...
New PaymentTriggers when a payment has been made on MoonClerk.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with MoonClerk and Dubsado

Discover other triggers and actions you can use with MoonClerk and Dubsado

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Customer ID
  Required
Action
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
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

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About MoonClerk

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

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Payment Processing

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