Dubsado

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

Creating workflows

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

Commonly used workflow triggers for general use.

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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