Dubsado

Justin

Trevor

Flows

Prepare for building flows by planning your client process, creating your templates, and testing manually.

Before building flows

A detailed process outline is the foundation for building effective flows.

Writing out your process

Map out your process before you build, so your flow mirrors how you actually work.

Planning your flows

Learn the basics of creating flow templates to automate your client process with actions and triggers.

Create a flow template

Add manual control to your flows by requiring approval on actions and creating tasks as checkpoints.

Controlling flow automation with approval and tasks

Best practices and rules for using payment plans within flows to trigger actions based on installment payments.

Flows with payment plans

Control when flow actions fire automatically by configuring active hours

Setting active hours in flows

Create flow templates and configure how they run, from active hours to approvals, tasks, and payment plans.

Building flows

Reference for all available flow actions including configuration options, example uses, and common errors.

Flow actions

How to use the general-purpose flow triggers — after this flow starts and after all previous actions are completed.

Flow triggers: general

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

Flow triggers: relative vs fixed dates

Trigger flow actions based on client progress, including form completion, contract signing, and invoice payments.

Flow triggers: client progress

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

Flow triggers: project dates

Set up what your flow does and when it does it, from sending emails to timing steps around project dates and client progress.

Flow actions & triggers

Learn the different methods for applying and starting a flow on a project, including manually from the Flows app or a flow template, automatically from a lead capture form, and…

Apply a flow to a project

Set up a flow that automates your client journey after they book an appointment through a public scheduler.

Start a flow from a public scheduler

How to add a Send scheduler action to a flow so clients receive a scheduling request automatically.

Send a scheduler in a flow

Get a flow up and running and connect it to the rest of your work.

Applying & running flows

Pause, resume, force, skip, approve, and edit actions in a flow running on a project, and delete a flow from a project.

Managing your flows

How to view flow progress, check action statuses, and manage individual actions within an active flow

Flow overview and progress tracking

Common flow errors and how to resolve them.

Flow errors

Keep an eye on active flows, track client progress, and resolve errors if they come up.

Managing & monitoring flows

Create a custom design with text, images, and links

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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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