Dubsado

Becca Berg

Workflows

Get started with the most powerful feature in Dubsado and automate your business.

What is a workflow?

Set yourself up for success with workflows by following our top tips.

Before building workflows in 2.0

A detailed process outline is the foundation for any good workflow.

Writing out your process in 2.0

Preparing for workflows

Learn the basics of creating workflows so you can start automating your client process.

Creating workflows in 2.0

Workflow actions in 2.0

How to choose the correct type of trigger for your workflow actions.

Workflow Triggers: Relative vs Fixed Dates in 2.0

Commonly used workflow triggers for general use.

Workflow Triggers: General in 2.0

Automate workflow actions before and after project start and end dates.

Workflow Triggers: Project Dates in 2.0

Trigger actions in your workflow based on your client's progress! Watch for forms to be completed, payments to be made, and more.

Workflow Triggers: Client Progress in 2.0

Trigger workflow actions based off on an appointment being scheduled or an appointment start or end time.

Workflow Triggers: Scheduler Appointments

Our list of seven "rules" for success when working with payment plans and workflows.

Workflows with payment plans in 2.0

Add manual control to your workflows by requiring approval and creating todos.

Controlling Workflow Automation with Approval and Todos in 2.0

Building workflows

Common workflow errors and how to handle them.

Workflow errors in 2.0

Start a workflow from a public scheduler in 2.0

Learn the three different methods for applying and starting a workflow on a project to choose the best option for your process.

Apply workflows to projects in 2.0

Edit, remove, force, and mark actions complete in a workflow running on a project, and update your workflow templates.

Manage your workflows in 2.0

Getting an overview or chart view of your workflows

Workflow overview chart in 2.0

Only set workflow emails to send during your business hours

Setting office hours in workflow in 2.0

Managing workflows

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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

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