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  • Wave logoWave logo

Dubsado + Wave

Create Wave sales records for new Dubsado project leads

Effortlessly track your sales in Wave whenever a new project as a lead is created in Dubsado. With this workflow, you can streamline your financial record-keeping process by having new project leads in Dubsado automatically generate a sale record in Wave. This saves you time and reduces manual data entry, allowing you to focus on growing your business.

Effortlessly track your sales in Wave whenever a new project as a lead is created in Dubsado. With this workflow, you can streamline your financial record-keeping process by having new project leads in Dubsado automatically generate a sale record in Wave. This saves you time and reduces manual data entry, allowing you to focus on growing your business.

  1. When this happens...
    DubsadoDubsado
    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.

    TriggerInstant
  2. automatically do this!
    WaveWave
    Record Sale

    Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.

    ActionWrite
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Supported triggers and actions

  • 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
    • Apply standard error handling?Required

    • HTTP MethodRequired

    • URLRequired

    • 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

    • TitleRequired

    • Start Date

    • End Date

    • Client First Name

    • Client Last Name

    • Client EmailRequired

    • Client Phone Number

    Action
    Write
    • BusinessRequired

    Trigger
    Polling
    Try It
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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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wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

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