New Integration: Use Dubsado to Manage Clients of Your Creative Business

Dubsado is a cloud-based platform that helps you manage the clerical parts of your business so you can focus on completing your projects. With Dubsado in your small business stack, anytime a new lead is captured on your website, you can automatically follow up with custom proposals or questionnaires. Once you’ve landed the deal, Dubsado makes it easy to send invoices so you can get paid. Plus, they have you covered when it comes to contracts so you can rest assured knowing you’re legally sound.

Now that Dubsado integrates with Zapier and its 750+ apps, you can kick off workflows from any of your favorite apps. Stay on top of new payments by updating your team’s chat tool the moment they’re received in Dubsado, or subscribe new leads to your email list to keep them on the hook. Automate the tedious tasks with Zapier and Dubsado so you can focus on completing your work and growing your business.

How Dubsado Works with Zapier

Triggers

• New Payment Received: Triggers when a client makes a payment on an invoice.
• New Lead: Triggers when a new lead is captured or created in your dashboard.

Automation Inspiration

Get started with these sample Zaps:

Engage with New Leads

Get Real-Time Updates When Payments are Received

How To Automate Dubsado With Zapier

1. Sign up for a Dubsado account, and make sure you have a Zapier account

2. Try some pre-made Dubsado integrations and learn more about how Dubsado works with Zapier

3. Check out our Dubsado help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Dubsado and Zapier

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