Dropbox + Dubsado
Create Dropbox text files for new Dubsado payments received
Stay organized and streamline your financial record keeping with this seamless workflow. When you receive a new payment in Dubsado, a text file is created in Dropbox to store the transaction details. This way, you can easily access and manage your payment information while keeping your financial data in one safe and secure location.
Stay organized and streamline your financial record keeping with this seamless workflow. When you receive a new payment in Dubsado, a text file is created in Dropbox to store the transaction details. This way, you can easily access and manage your payment information while keeping your financial data in one safe and secure location.
- When this happens...New Payment Received
Triggers when a client makes a payment on an invoice.
- automatically do this!Create Text File
Creates a brand new text file from plain text content 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
