Dubsado + Wave
Create Wave sales records for new Dubsado project leads
Effortlessly track your sales in Wave whenever a new project as a lead is created in Dubsado. With this workflow, you can streamline your financial record-keeping process by having new project leads in Dubsado automatically generate a sale record in Wave. This saves you time and reduces manual data entry, allowing you to focus on growing your business.
Effortlessly track your sales in Wave whenever a new project as a lead is created in Dubsado. With this workflow, you can streamline your financial record-keeping process by having new project leads in Dubsado automatically generate a sale record in Wave. This saves you time and reduces manual data entry, allowing you to focus on growing your business.
- 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!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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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
BusinessRequired
Try It
