Create Wave products or services from new Dubsado payments received
Effortlessly manage your finances when you receive payments in Dubsado with this efficient workflow. Once a new payment is recorded in Dubsado, it will create a product or service in Wave, streamlining your financial record keeping. Stay organized and save time by letting this automation handle your data entry, so you can focus on growing your business.
Effortlessly manage your finances when you receive payments in Dubsado with this efficient workflow. Once a new payment is recorded in Dubsado, it will create a product or service in Wave, streamlining your financial record keeping. Stay organized and save time by letting this automation handle your data entry, so you can focus on growing your business.
- When this happens...New Payment ReceivedTriggers when a client makes a payment on an invoice. 
- automatically do this!Create Product or ServiceCreates a product or service in a business that you choose. 
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- Contract Signed- Triggers when a client submits a signed contract. 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. Try It
- Project Status Updated- Triggers when a project's status is updated. Try It
- Stop 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 It
- New Payment Received- Triggers when a client makes a payment on an invoice. 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 
 
- BusinessRequired 
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