Dubsado

Connect your email account with Dubsado to send outgoing emails from your own email address and see client replies inside your projects.

Dubsado email integration basics in 2.0

If you sign in through Google to access your email, you can connect your account to Dubsado.

Connect your email account with Google in 2.0

If you sign into your email through Microsoft, here's how to connect your email to Dubsado.

Connect your email account with Microsoft in 2.0

If you don't sign in to your email with Google or Microsoft, follow these instructions to connect your email to Dubsado.

Connect your email account with SMTP in 2.0

SMTP server names and port numbers in 2.0

Becca Berg

Connect your email

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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.

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

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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