Dubsado + Sage Intacct
Find customers in Sage Intacct whenever new payments are received in Dubsado
When a new payment is received in Dubsado, streamline your bookkeeping process with this workflow. It helps you locate the corresponding customer in Sage Intacct, making it easy to manage your accounts and stay organized. This automation not only saves time but ensures accuracy, eliminating manual data entry errors.
When a new payment is received in Dubsado, streamline your bookkeeping process with this workflow. It helps you locate the corresponding customer in Sage Intacct, making it easy to manage your accounts and stay organized. This automation not only saves time but ensures accuracy, eliminating manual data entry errors.
- When this happens!New Payment Received
Triggers when a client makes a payment on an invoice.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
