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Set up your first integration
Quickly connect Dubsado to Wave with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dubsado with Wave - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Create Customer" in Wave.
You’re connected!
Zapier seamlessly connects Dubsado and Wave, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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 ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- BusinessRequired
Try ItTriggerPolling
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Practical ways you can use Dubsado and Wave
Sync payments to accounting.
When a payment is received in Dubsado, Zapier automatically records it as a transaction in Wave. This workflow simplifies financial tracking and ensures that your accounting records are always current without manual updates.
Business OwnerTrack leads with accounting tools.
Whenever a new lead is created in Dubsado, Zapier creates a corresponding customer profile in Wave. This automation ensures seamless communication between your lead management and accounting systems.
Marketing & Marketing OpsManage billing for new projects.
When a new project is created in Dubsado, Zapier generates a corresponding invoice in Wave. This workflow reduces administrative time and improves financial transparency for every project.
Project ManagementLearn how to automate Wave on the Zapier blog
Frequently Asked Questions about Dubsado + Wave integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Wave
What is required to integrate Dubsado with Wave?
To integrate Dubsado with Wave, both accounts must be active and accessible. We also recommend familiarizing yourself with the workflow you intend to automate, such as syncing invoices or tracking payments.
What triggers can I use from Dubsado for the integration?
Common triggers from Dubsado include when a new project is created, a payment is received, or a form is completed. These triggers can initiate specific actions in Wave, like creating an invoice or updating client information.
How do I set up an action in Wave based on a trigger in Dubsado?
Once you've selected a trigger event in Dubsado, you'll configure an action in Wave such as creating or updating an invoice, recording a payment, or adding a customer. Use our integration platform to map fields between these two applications.
Can I sync invoices between Dubsado and Wave automatically?
Yes, by setting 'invoice created' as a trigger in Dubsado and 'create invoice' as an action in Wave, invoices can be automatically synced as they are generated.
Are there any limitations I should be aware of when integrating these two applications?
While many functionalities are supported, certain features like tracking time entries or capturing detailed expense reports may require additional configuration. Make sure both systems are updated for the best compatibility.
What type of data can be transferred between Dubsado and Wave through this integration?
Data types commonly transferred include client details, invoice information, payment transactions, and project updates. Ensuring data fields match on both ends will enhance synchronization accuracy.
How can I troubleshoot if my integration stops working?
Check for updates on both the Dubsado and Wave platforms first. Ensure that your authentication credentials are still valid and review our logs for any error messages that indicate where the issue might be occurring.
