Dubsado + Xero
Create or update Xero contacts when new contracts are signed in Dubsado
When a contract gets signed in Dubsado, streamline your workflow by instantly updating or creating a contact in Xero. This automation ensures that your financial records stay updated with every new agreement, saving you time for other essential tasks. Use this process to maintain an efficient record management in your financial applications, keeping everything up to date and organized.
When a contract gets signed in Dubsado, streamline your workflow by instantly updating or creating a contact in Xero. This automation ensures that your financial records stay updated with every new agreement, saving you time for other essential tasks. Use this process to maintain an efficient record management in your financial applications, keeping everything up to date and organized.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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 ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
OrganizationRequired
Try It
