Square + Dubsado Integrations

How to connect Square + Dubsado

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
New Catalog Item
Triggers when a new catalog item is created.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
New Order
Triggers when a new order is processed.
Trigger
Scheduled
Add Customer to Group
Adds a customer to a group.
Action
Write
Create Appointment
Creates a new appointment.
Action
Write
Create Customer
Creates a customer.
Action
Write
Square
Creates a new draft invoice for an order.
Scheduled
Action
Square
Creates an order.
Scheduled
Action
Square
Removes a customer from a group.
Scheduled
Action
Square
Sends an existing draft invoice.
Scheduled
Action
Square
Updates a customer.
Scheduled
Action
Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
Square
Finds a service.
Scheduled
Action
Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
Dubsado
Triggers when a client submits a signed contract.
Instant
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 Square + Dubsado Integrations Work

Step 1: Authenticate Square 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.

Connect apps

Connect Square + Dubsado

Square Tutorials

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn more