Dubsado + Xero
Create payments in Xero for new payments received in Dubsado
When a new payment comes in via Dubsado, instantly ensure your accounts are up-to-date by creating a corresponding payment in Xero. This streamlined process helps manage your payments efficiently and accurately without the need for manually switching between platforms. Stay on top of your bookkeeping by integrating the workflow between Dubsado and Xero, saving you time and reducing the chance for human error.
When a new payment comes in via Dubsado, instantly ensure your accounts are up-to-date by creating a corresponding payment in Xero. This streamlined process helps manage your payments efficiently and accurately without the need for manually switching between platforms. Stay on top of your bookkeeping by integrating the workflow between Dubsado and Xero, saving you time and reducing the chance for human error.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Create Payment
Triggers when you receive a new payment.
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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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
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