Veem + Dubsado Integrations

How to connect Veem + Dubsado

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Supported triggers and actions

What does this mean?

Updated Inbound Payment Status
Triggers when an inbound payment is updated to a specific status.
Trigger
Instant
Updated Outbound Payment Status
Triggers when an outbound payment is updated to a specified status.
Trigger
Instant
Create Contact
Creates a contact.
Action
Write
Request Payment
Requests a payment.
Action
Write
Send Payment
Sends a payment. If an attachment is required, the payment will be created as a draft.
Action
Write
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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.
Trigger
Instant
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.
Trigger
Instant
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 Veem + Dubsado Integrations Work

Step 1: Authenticate Veem 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 Veem + Dubsado

About Veem

Veem is an online global bank transfer service for you to send & receive payments internationally with ease.

Related categories

Payment Processing

About Dubsado

Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Related categories

CRM (Customer Relationship Management)

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