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Dubsado + Square

Create projects in Dubsado for new invoices in Square

Streamline your client invoicing and project management with this efficient workflow. When a new invoice is created in Square, a project is generated in Dubsado, eliminating the need for manual entry and saving you time. Focus on nurturing strong client relationships while this automation takes care of your billing and project organization.

Streamline your client invoicing and project management with this efficient workflow. When a new invoice is created in Square, a project is generated in Dubsado, eliminating the need for manual entry and saving you time. Focus on nurturing strong client relationships while this automation takes care of your billing and project organization.

  1. When this happens...
    SquareSquare
    New Invoice

    Triggers when a new invoice is added.

    TriggerScheduled
  2. automatically do this!
    DubsadoDubsado
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
dubsado logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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square logo
square logo

About Square

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.

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