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Dubsado + Pro-Ledger

Dubsado + Pro-Ledger

Dubsado + Pro-Ledger integrations

Record new Dubsado invoice payments in Pro-Ledger

Whenever a new payment is received in Dubsado, this Zapier template will automatically create a corresponding bookkeeping entry in Pro-Ledger. Eliminating the need for manual bookkeeping entries, this system ensures the accuracy and currency of your financial records.

  1. When this happens...
    New Payment Received
    New Payment Received
    New Payment ReceivedTriggers when a client makes a payment on an invoice.
    TriggerInstant
  2. automatically do this!
    Create a Record
    Create a Record
    Create a RecordCreate a new Record in the system
    ActionWrite
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More things you can do with Dubsado and Pro-Ledger

Discover other triggers and actions you can use with Dubsado and Pro-Ledger

  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    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
    Try It
  • Dubsado triggers, actions, and search
    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • 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 triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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
    • Rec
      Required
    • Transaction Type
      Required
    • Class
      Required
    • Category
      Required
    • Subcategory
    • Account
      Required
    • Record Description
    • Amount
      Required
    • Amount Unit
      Required
    • Taxes
    • Tax Options
      Required
    • Source
      Required
    Action
    Write
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About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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pro-ledger logo
pro-ledger logo
About Pro-Ledger
Pro-Ledger is an easy & inexpensive cloud-based bookkeeping software for sole proprietors, professionals & freelancers.
HelpHelp
Related categories
Accounting