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Dubsado + Xero

Create Dubsado projects from new Xero payments for seamless financial tracking

Effortlessly manage your finances and projects with this seamless workflow between Xero and Dubsado. Whenever a new payment is recorded in Xero, a corresponding project will be created in Dubsado. This automation simplifies your project management process, ensuring timely and organized project creation after every payment transaction.

Effortlessly manage your finances and projects with this seamless workflow between Xero and Dubsado. Whenever a new payment is recorded in Xero, a corresponding project will be created in Dubsado. This automation simplifies your project management process, ensuring timely and organized project creation after every payment transaction.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    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?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
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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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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