Automating your process with workflows can seem daunting, but with this series of webinars, we'll give you the knowledge you need to be successful!

For the month of May 2020, we're running a series of webinars all about workflows, so watch this page as we add updated videos and some new content as well!

You can register for upcoming webinars in the series here:

Before Building Your Workflows

We review the proper way to prepare and plan out your workflows, and learn what steps you need to take before building them!


Workflow Actions

In this workshop, we provide an in-depth look at how each workflow action works in Dubsado and walk through each action one by one!


Workflow Triggers

This webinar will be covering all of the different Workflow Triggers and techniques to implement into your workflows.

How to Test Workflows

Learn how to effectively test and audit your workflow process in Dubsado!

Updating Workflows

Your workflows, forms, and canned emails will need to change and grow as your business does! If you’re looking at making some changes to your workflows or content in Dubsado, check out this webinar for all the best practices and details on how to handle updates.

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