Dubsado + Financial Cents
Start managing new Dubsado projects as leads by creating clients in Financial Cents
Start a new project with ease with this streamlined workflow. When you set up a new project as a Lead in Dubsado, it creates a corresponding client in Financial Cents. This efficient process aids in saving you time, reducing double entries and keeping your client databases consistent across platforms. Benefit from this seamless connection between Dubsado and Financial Cents without the need to manually transfer details yourself.
Start a new project with ease with this streamlined workflow. When you set up a new project as a Lead in Dubsado, it creates a corresponding client in Financial Cents. This efficient process aids in saving you time, reducing double entries and keeping your client databases consistent across platforms. Benefit from this seamless connection between Dubsado and Financial Cents without the need to manually transfer details yourself.
- When this happens...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.
- automatically do this!Create Client
Creates a client in Financial Cents.
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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
New Client
Triggers when a new client is created.
Try It
