Dubsado

Learn the basics of creating flow templates to automate your client process with actions and triggers.

Create a flow template

Add manual control to your flows by requiring approval on actions and creating tasks as checkpoints.

Controlling flow automation with approval and tasks

Best practices and rules for using payment plans within flows to trigger actions based on installment payments.

Flows with payment plans

Control when flow actions fire automatically by configuring active hours

Setting active hours in flows

Trevor

Create flow templates and configure how they run, from active hours to approvals, tasks, and payment plans

Building flows

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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