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Dubsado + Switchy.io

Dubsado + Switchy.io

Dubsado + Switchy.io integrations

Create links in Switchy.io from new payments received in Dubsado

Enhance your efficiency with this seamless, automated workflow. When you receive a new payment in Dubsado, a corresponding link is instantly created in Switchy.io. This not only streamlines your process, but also saves time and reduces manual input errors. Perfect for those seeking a direct, reliable connection between Dubsado and Switchy.io.

  1. When this happens...
    New Payment Received
    New Payment Received
    New Payment ReceivedTriggers when a client makes a payment on an invoice.
  2. automatically do this!
    Create Link
    Create Link
    Create LinkCreate a new link.
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More things you can do with Dubsado and Switchy.io

Discover other triggers and actions you can use with Dubsado and Switchy.io

  • 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
  • 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.
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switchyio logo
About Switchy.io
Switchy is a plug & play SaaS that enables brands to engage their community through the links they share, turning them into marketing levers.
Related categories