Dubsado + Switchy.io

Create links in Switchy.io from new payments received in Dubsado

Enhance your efficiency with this seamless, automated workflow. When you receive a new payment in Dubsado, a corresponding link is instantly created in Switchy.io. This not only streamlines your process, but also saves time and reduces manual input errors. Perfect for those seeking a direct, reliable connection between Dubsado and Switchy.io.

Enhance your efficiency with this seamless, automated workflow. When you receive a new payment in Dubsado, a corresponding link is instantly created in Switchy.io. This not only streamlines your process, but also saves time and reduces manual input errors. Perfect for those seeking a direct, reliable connection between Dubsado and Switchy.io.

  1. When this happens...
    DubsadoDubsado
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    TriggerInstant
  2. automatically do this!
    Switchy.ioSwitchy.io
    Create Link

    Create a new link.

    ActionWrite
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Supported triggers and actions

  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • Project 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

    Action
    Write
  • Action
    Write
dubsado logo
dubsado logo

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
switchyio logo
switchyio logo

About Switchy.io

Switchy is a plug & play SaaS that enables brands to engage their community through the links they share, turning them into marketing levers.

Related categories

  • URL Shortener