Saasu + Dubsado Integrations
How to connect Saasu + Dubsado
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New ContactTriggers when a new contact is created.Trigger- New InvoiceTriggers when a new invoice is created.Trigger
- Create ContactCreates a new contact.Action
- Create Item InvoiceCreates a new invoice using the Item layout and inventory items.Action
- Create Service InvoiceCreates a new invoice using the service layout.Action
- Find ContactFind a contactAction
- Find or Create ContactFind or Create ContactAction
Contract SignedTriggers when a client submits a signed contract.Trigger- Dubsado
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Instant
Trigger
- Dubsado
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Instant
Trigger
- Dubsado
Triggers when a client makes a payment on an invoice.
Instant
Trigger
- Dubsado
Triggers when a project's status is updated.
Instant
Trigger
- Dubsado
Creates a new project.
Scheduled
Action
How Saasu + Dubsado Integrations Work
- Step 1: Authenticate Saasu and Dubsado.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Saasu
Fast, simple online accounting for small business that includes cashflow, invoicing, inventory, payroll and support on all plans.
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