Dubsado + GoCardless

Create new Dubsado projects from newly created GoCardless mandates

When a new mandate is created in GoCardless, with this workflow, instantly set up a new project in Dubsado. This seamless process helps you keep track of all your financial mandates by ensuring every new one is properly documented as a project in Dubsado. A perfect solution for those seeking a comprehensive overview of their financial projects.

When this happens...
New Mandate Created
Triggers when a payment mandate is created.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Trigger
Instant
Try It
Mandate Activated
Triggers when a payment mandate is activated.
Trigger
Instant
Try It
New Mandate Created
Triggers when a payment mandate is created.
Trigger
Instant
Try It
Failed Payment
Triggers when a payment fails.
Trigger
Instant
Try It
Payment Submitted
Triggers when the payment has been submitted to the banking system for processing, and can no longer be cancelled.
Trigger
Instant
Try It

- CurrencyRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write

- Name
- Payment AmountRequired
- CurrencyRequired
- Interval UnitRequired
- Interval
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Billing Request IDRequired
Action
Search
- Customer Bank Account IDRequired
Action
Search
- Payment IDRequired
Action
Search
- Payout IDRequired
Action
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
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

Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Trigger
Instant
Try It
Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Trigger
Instant
Try It
Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Trigger
Instant
Try It
Payment Paid Out
Triggers when a payment has been paid out to your account.
Trigger
Instant
Try It
Payout Paid
Triggers when a payout has been paid to your account.
Trigger
Instant
Try It
- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- Charge Date
- Description
- Custom Payment Reference
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer IDRequired
Action
Search
- Mandate IDRequired
Action
Search
- Payout IDRequired
Action
Search
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
Try It
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
Try It
Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
Try It
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write