Dubsado + Wave
Dubsado + Wave
Create new Wave customers when Dubsado contracts are signed
Streamline your client onboarding process with this seamless workflow. Once a contract is signed in Dubsado, a new customer will be created in Wave, making it easier to manage your financials and save you precious time. Stay organized and focus on growing your business with this efficient automation.
- When this happens...Contract SignedTriggers when a client submits a signed contract.
- automatically do this!Create CustomerCreates a customer in a business that you choose.
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More things you can do with Dubsado and Wave
Discover other triggers and actions you can use with Dubsado and Wave
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
ActionWrite- BusinessRequired
Try ItTriggerPolling
Related Zap Templates
- Record Wave sales for new payments received in Dubsado
- Create Wave invoices for new Dubsado projects as leads
- Create Wave invoices for new Dubsado payments received
- Create Wave products or services from new Dubsado payments received
- Record sales in Wave when new contracts are signed in Dubsado
- Create products and services in Wave from new Dubsado projects as leads
- Create Wave invoices for new Dubsado payments received
- Create Wave sales records for new Dubsado project leads
- Add new Dubsado projects as jobs and create Wave customers instantly
- Create new Dubsado projects for new Wave customers
- Create new Wave customers for each new project lead in Dubsado