How to connect Dubsado + Square
Zapier lets you send info between Dubsado and Square automatically—no code required.
When this happens...
automatically do this!
- Contract SignedTriggers when a client submits a signed contract.Trigger
- New Project as JobTriggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.Trigger
- New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.Trigger
- New Payment ReceivedTriggers when a client makes a payment on an invoice.Trigger
- Project Status UpdatedTriggers when a project's status is updated.Trigger
- Create ProjectCreates a new project.Action
- New CustomerTriggers when a new customer is created.Trigger
- New OrderTriggers when a new order is processed.Trigger
Creates a customer.
- Step 1: Authenticate Dubsado + Square.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.