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Set up your first integration
Quickly connect Dubsado to Shopify with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dubsado with Shopify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Add Line Item to Order" in Shopify.
You’re connected!
Zapier seamlessly connects Dubsado and Shopify, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- New Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerPolling
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Practical ways you can use Dubsado and Shopify
Track payments from Shopify orders in Dubsado.
Streamline your sales process by tracking payments. When a new paid order is recorded in Shopify, Zapier can automatically log the payment in Dubsado, keeping your records consistent and avoiding missed revenues. This saves time spent on manual tracking and ensures your accounting stays up-to-date.
Business OwnerTrigger Dubsado project creation from Shopify sales.
Speed up campaign tracking and customer management. When a new order in Shopify is recorded, Zapier can automatically create a project in Dubsado. This ensures sales are linked with marketing efforts, improving client organization and reducing coordination time between teams.
Marketing & Marketing OpsLog Shopify order details in Dubsado projects.
Enhance order tracking across departments. When a new paid order is recorded in Shopify, Zapier can automatically attach the order details to a project in Dubsado. This helps ensure project managers have the full context of orders at every stage, improving accountability and workflow operation.
Project ManagementLearn how to automate Shopify on the Zapier blog
Frequently Asked Questions about Dubsado + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Shopify
What is necessary to integrate Dubsado with Shopify?
To integrate Dubsado with Shopify, you'll need an account in both platforms and a tool like Zapier to set up automated connections using triggers and actions. We can help you create 'Zaps' that link specific events in one app to actions in the other.
Which triggers are supported for Dubsado when integrating with Shopify?
When integrating with Shopify, Dubsado supports various triggers such as receiving a new lead or payment. These triggers can then initiate actions in Shopify, like creating orders or updating customer details.
How can I use Shopify data to trigger actions in Dubsado?
Shopify data such as new orders, customer sign-ups, or cart abandonments can trigger actions in Dubsado. For example, automatically creating a new project or sending a thank you email through Dubsado whenever there's a new order.
Does the integration support bidirectional data flow between Dubsado and Shopify?
Our integration setup primarily supports unidirectional data flow, where specific triggers initiate predefined actions from one platform to another. For instance, order creation on Shopify can trigger workflows in Dubsado, but not the reverse simultaneously.
What kind of customer information can be transferred from Shopify to Dubsado?
Customer information such as name, email address, phone number, and purchase details from Shopify can be used as part of a triggered event to populate fields or create client records in Dubsado.
Can I customize workflows between Dubsado and Shopify?
Yes, you can customize workflows by setting specific triggers and their corresponding actions. Our platform allows flexibility so that each workflow aligns with your business processes—for example, following up on abandoned carts with personalized emails through Dubsado.
Are there limitations on the types of data that can be transferred between the platforms?
While most client-related information and basic order details are transferable between Dubsado and Shopify via our integration tool, complex data types or highly customized information might require additional configuration or may not be supported directly.
