Updated Jun 2, 2023
A roundup of help articles for VAs and multi-users to quickly learn common tasks in Dubsado.
In this article:
Emails and sending forms
Disconnect and reconnect your email
Where to go in Dubsado to reset your email account.
Email integration basics
Learn the basics of Dubsado email, including connecting your email, replying to clients, and importing outside emails.
Schedule an email to send later
Set scheduled emails to go out at specified dates and times.
Send a proposal, questionnaire, or sub-agreement
Send these specific forms to clients by email or through a workflow.
Send multiple forms in one email
Instead of sending multiple emails, send multiple links in a single email.
Customize the projects page to better organize your work.
Understand what project statuses are and how to change them.
Connect an external calendar
How to integrate an external calendar, such as Google Calendar or Apple Calendar, with Dubsado.
Connect video conferencing
How to integrate Zoom, Google Meets, 8x8, GoTo Meeting, or Microsoft Teams with Dubsado.
How to integrate QuickBooks with Dubsado.
How to integrate Xero with Dubsado.
How to integrate Zapier with Dubsado.
Understand common workflow errors like Too late to send, Invalid header, or Rate limit exceeded.
Manage approval and todo items in workflows
Learn how to create approval and todo items in workflows, as well as how to approve actions and complete todo tasks.