NEED A FINANCE / CLIENT TRACKER WORKSPACE BASE BUILT

Hi Christine, I'd be happy to help with this! 

Dubsado appears to have a Zapier integration, so automating stuff between Dubsado and Airtable should be relatively straightforward!  https://help.dubsado.com/en/articles/909872-connecting-with-zapier

Hey @ChristineMurtag,

The system you need is like your company's ERP. Don't you need also the forecasting feature? This would be beneficial for you in order to manage the "future" today.

Since  

Something you have to take into account is how many users will have access to your system and if your clients will have access or only notifications from this system. 

Regarding the connection with Dubsado you need to clarify the following:
- What type of data sync do you really need? 1 way or 2 way? 
- Which information do you need to send from one system to another? 

The importance of this connection is the automation to take care of the data match! 

Very glad to talk with you in a 1:1 30-minute meeting on how I can help you build your system in a week in co-building sessions. Feel free to schedule a meeting with the following link:
https://calendar.app.google/bJV6Ds6GhaV3sLNa8

Thanks,
Dimitris Goudis

Hi @ChristineMurtag:

I think your project sounds like a fairly straight-forward one. Dubsado does not have a public API, so Zapier would be your way to go. I've setup many similar integrations for clients and am happy to connect you with existing clients as references. 

If you'd like to discuss your project, I offer everyone a free 30-minute session to talk through it. During that, I'm happy to answer any questions you have, share how I'd approach the project and we can both get a feel for one another. Feel free to schedule time for us here. 

Best of luck,

Leslie