Updated Sep 4, 2023
A workflow is a series of automated steps, like sending emails and forms. When you apply a workflow to a project, Dubsado will automatically run each step for you!
Your goal is to set up your entire client process in Dubsado from the beginning of working with a new client to completing your work together. Most of your process may be automated using a workflow or series of workflows.
We highly recommend reading the following articles to assist you with workflows:
When I create a workflow under Templates > Workflows, does that mean it's up and running?
No. Workflow templates are simply templates. They don’t activate until applied to projects. For example, if you have a workflow set up with an action to send an email after an invoice is paid in full, the workflow will only run if you apply that workflow to a project. It will not send an email to every client when an invoice is paid in full just because the template exists.
Can workflows automate recurring tasks?
No. Workflows are not capable of automating actions that recur indefinitely.