Dubsado + Wave

Create new Dubsado projects for new Wave customers

Effortlessly manage your growing client base by connecting Wave and Dubsado in this streamlined workflow. Whenever a new customer is added in Wave, a corresponding project will be created in Dubsado, making it easier for you to track and organize client information. Say goodbye to manual data entry and hello to a seamless client management experience.

Effortlessly manage your growing client base by connecting Wave and Dubsado in this streamlined workflow. Whenever a new customer is added in Wave, a corresponding project will be created in Dubsado, making it easier for you to track and organize client information. Say goodbye to manual data entry and hello to a seamless client management experience.

  1. When this happens...
    WaveWave
    New Customer

    Triggers when a new customer is added to a business you choose.

    TriggerPolling
  2. automatically do this!
    DubsadoDubsado
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write
    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write
    • BusinessRequired

    • NameRequired

    Action
    Search
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)

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wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn more

Related categories

  • Accounting

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