Dubsado API
Dubsado is a business management and client-relationship platform built for creative service professionals, covering leads, forms, contracts, invoicing, scheduling, and workflow automation across the full client lifecycle. Dubsado's public access is limited to a Zapier-based API key with a handful of triggers and actions, so there is no full REST API. An unofficial API lets you programmatically pull leads, projects, clients, contracts, invoices, and payments—and push updates like new projects, status changes, and form submissions back into Dubsado.
What is Dubsado?
Dubsado is a business management platform that helps creative service professionals run client work end to end—capturing leads, sending proposals and contracts, collecting payments, scheduling appointments, and automating onboarding and delivery. It is marketed to photographers, designers, coaches, virtual assistants, event planners, consultants, and similar solo and small-team service businesses, who use it as a single hub for the full client lifecycle from inquiry to closeout.
Core product areas include:
- Lead capture forms and proposal/questionnaire form builder
- Contracts with e-signature
- Invoicing, payment processing, recurring payments, and payment reminders
- Scheduling and appointment management
- Workflow automation, task management, and time tracking
- Client portal, branded email templates, and a mobile app with tap-to-pay
Common data entities:
- Leads, Projects (as Leads and as Jobs), Project Statuses
- Clients, Contacts, Client Portal records
- Forms (lead capture, proposals, questionnaires), Contracts, Signatures
- Invoices, Payments, Payment Plans, Packages
- Appointments/Scheduler, Workflows, Tasks, Time Entries
The Dubsado Integration Challenge
Creative businesses run their entire client operation on Dubsado, but moving that data into automation and downstream tools is harder than it looks:
- No full public REST API: Dubsado exposes only a Zapier-style API key and a fixed set of triggers and actions, so most entities cannot be read or written directly
- Limited triggers and actions: available Zapier triggers cover contract signed, project status updated, new payment received, and new project as lead/job—everything else requires portal work
- Beta, raw API Request action: the only generic write path is an experimental "API Request" action that issues raw HTTP calls with the integration's auth, with no documented schema
- Token-gated access: API keys are generated per account under Settings → Integrations, tying automation to manual setup and a single tenant
- Form- and workflow-driven data: leads, questionnaires, and contracts live inside templated forms and automations rather than clean queryable objects
- Web- and mobile-only surfaces: much of the client portal, invoicing, and scheduling experience is only available through the web app and mobile app, not an API
How Supergood Creates Dubsado APIs
Supergood reverse-engineers Dubsado's authenticated web app and its Zapier-style integration surface to deliver a resilient, full-coverage API for your account—well beyond the handful of native triggers and actions.
- Handles email/password login and MFA securely in a managed session
- Maintains session continuity with automated refresh and change detection
- Normalizes leads, projects, clients, contracts, invoices, and payments into consistent objects so you integrate once
- Surfaces reads and writes for entities the native Zapier integration never exposes
Use Dubsado with AI agents: Dubsado MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm the Dubsado entities, forms, and workflows you need to automate.
- Supergood Generates and Validates Your API
We deliver a production-ready Dubsado API tailored to your account, covering reads and writes the native integration can't.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Dubsado evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a Dubsado account using email/password or MFA and obtain a session token for downstream calls.
Projects
/projectsList projects across leads and jobs with filters for status, client, package, and date range.
Projects
/create_projectCreate a new project as a lead or job, optionally seeded from a lead capture or proposal form submission.
Clients
/clientsRetrieve client and contact records with their associated projects, portal access, and communication history.
Billing
/invoicesPull invoices, payment plans, and payment activity with status and client filters.
Contracts
/contractsRetrieve contracts and signature status, including signed-contract events for downstream onboarding workflows.
Use Cases
Sync leads and projects into your CRM and warehouse
- Pull new leads and projects as they move from inquiry to job - Stream project status changes to downstream sales and reporting tools - Reconcile client and contact records across systems for a unified view
Automate invoicing and payment reconciliation
- Pull invoices, payment plans, and recurring payments into accounting systems - Trigger downstream actions when a new payment is received - Match payments to projects and clients for revenue reporting
Drive onboarding from contracts and forms
- Capture contract-signed events and kick off onboarding workflows - Pull questionnaire and proposal form submissions into project records - Route signed clients into delivery tools without portal clicks
Power AI agents and assistants over Dubsado data
- Expose leads, projects, invoices, and contracts to agents through a clean API - Let assistants update project status and create projects programmatically - Surface client history and outstanding payments on demand
Technical Specifications
Authentication
Email/password and MFA handled in a managed session; native Zapier API keys supported where available
Connectivity
Authenticated web app flows plus Dubsado's Zapier-style triggers and actions where exposed
Response format
Normalized JSON across leads, projects, clients, contracts, invoices, and payments
Rate limits
Adaptive throttling tuned to your account to stay within Dubsado-side limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for projects, invoices, and contracts with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for contract signed, project status updated, new payment received, and new project created
Latency
Sub-second reads on cached entities; multi-second writes when posting through form and workflow paths
Throughput
Horizontally scaled workers sized to single-account and multi-account agency volume
Reliability
Retry, backoff, and idempotency keys for project, invoice, and payment writes
Adaptation
Continuous monitoring of Dubsado releases and integration changes with automatic adjustment
Frequently asked questions
No. Dubsado exposes only a Zapier-based API key with a limited set of triggers and actions plus a beta raw API Request action. Supergood delivers a full-coverage API over your account, including reads and writes the native integration never exposes.
Native triggers include contract signed, project status updated, new payment received, and new project as a lead or job; actions include create project and a beta API Request. Supergood goes beyond these to cover clients, invoices, contracts, forms, and more.
Dubsado API keys are generated under Settings → Integrations for Zapier. Supergood can use that key where it helps, but primarily works through your authenticated session to reach entities the key alone cannot.
Yes. Supergood supports creating projects as leads or jobs and updating project status, along with reading the related client, contract, invoice, and payment data.
Yes. Supergood scales across multiple accounts with per-account sessions and normalized objects, so agency teams can integrate every client's Dubsado data through one consistent API.