Create new Dubsado projects from successful PayPal sales
Elevate your efficiency whenever you make a successful sale in PayPal, as this workflow promptly sets up a new project in Dubsado. This seamless interaction between the two apps can help keep your workflow organized and running smoothly, eliminating the need for manual data entry and ensuring that you can focus on what truly matters - growing your business.
Elevate your efficiency whenever you make a successful sale in PayPal, as this workflow promptly sets up a new project in Dubsado. This seamless interaction between the two apps can help keep your workflow organized and running smoothly, eliminating the need for manual data entry and ensuring that you can focus on what truly matters - growing your business.
- When this happens...Successful Sale
Only successfully completed payments trigger this.
- automatically do this!Create Project
Creates a new project.
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItContract 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.
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Successful Sale
Only successfully completed payments trigger this (with line item support).
Try ItAll Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
Try ItNew 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.
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