Dubsado + Zoho Books
Create new Zoho Books customers from new Dubsado projects leads
Save time and manage your customer database more efficiently with this workflow. When you initiate a new project as a lead in Dubsado, it automatically generates a new client entry in Zoho Books. This ensures all your customer details are conveniently consolidated in one place, allowing you to focus more on the tasks at hand. This automatic process is perfect for businesses looking to streamline their operations.
Save time and manage your customer database more efficiently with this workflow. When you initiate a new project as a lead in Dubsado, it automatically generates a new client entry in Zoho Books. This ensures all your customer details are conveniently consolidated in one place, allowing you to focus more on the tasks at hand. This automatic process is perfect for businesses looking to streamline their operations.
- When this happens...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.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
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
