Dubsado + QuickBooks Online
Update QuickBooks Online customers when project status is updated in Dubsado
Effortlessly manage your projects and customers with this handy workflow. As soon as you update a project status in Dubsado, a new customer gets created in QuickBooks Online instantly. This seamless automation not only enhances project management by keeping everything updated in real-time but also helps in maintaining accurate customer records, hence reducing manual data-entry errors and saving significant time. Perfect for small businesses looking to streamline their operations.
Effortlessly manage your projects and customers with this handy workflow. As soon as you update a project status in Dubsado, a new customer gets created in QuickBooks Online instantly. This seamless automation not only enhances project management by keeping everything updated in real-time but also helps in maintaining accurate customer records, hence reducing manual data-entry errors and saving significant time. Perfect for small businesses looking to streamline their operations.
- When this happens...Project Status Updated
Triggers when a project's status is updated.
- automatically do this!Create Customer
Triggered when you add a new customer.
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Contract 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.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
New Account
Triggered when you add a new account.
Try It
