Dropbox + Dubsado
Organize new Dubsado payments by moving files in Dropbox
Streamline your bookkeeping process by keeping track of payments received in Dubsado and organizing related files in Dropbox. With this workflow, every time you receive a new payment in Dubsado, the corresponding file will be moved to a specific folder in Dropbox, ensuring your documents are neatly organized and easily accessible. Simplify your financial tasks with this seamless automation.
Streamline your bookkeeping process by keeping track of payments received in Dubsado and organizing related files in Dropbox. With this workflow, every time you receive a new payment in Dubsado, the corresponding file will be moved to a specific folder in Dropbox, ensuring your documents are neatly organized and easily accessible. Simplify your financial tasks with this seamless automation.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Move File
Moves a file to a new location at the path you specify.
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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 ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try It
