Dubsado

Learn the basics of creating workflows so you can start automating your client process.

Creating workflows

Workflow actions

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

Workflow Triggers: Relative vs Fixed Dates

Commonly used workflow triggers for general use.

Workflow Triggers: General

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

Workflow Triggers: Project Dates

Trigger actions in your workflow based on your client's progress! Watch for forms to be completed, payments to be made, and more.

Workflow Triggers: Client Progress

Trigger workflow actions based off on an appointment being scheduled or an appointment start or end time.

Workflow Triggers: Scheduler Appointments

Our list of seven "rules" for success when working with payment plans and workflows.

Workflows with payment plans

Add manual control to your workflows by requiring approval and creating todos.

Controlling Workflow Automation with Approval and Todos

Becca Berg

Building workflows

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