Preparing for Workflows
What Is a Workflow?
Get started with the most powerful feature in Dubsado and automate your business.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Before Building Workflows
Skip the overwhelm and set yourself up for success with workflows by following our top tips!
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Writing out your process
A detailed process outline is the foundation for any good workflow.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Building Workflows
Creating Workflows
Learn the basics of creating workflows so you can start automating your client process.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Workflow Actions: Sending Content
Everything you need to know about sending emails, forms, schedulers, and more to your clients through a workflow.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Workflow Actions: Project Management
Automate project status changes, adding tags, creating reminders, and more to manage your projects through workflows.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Workflow Actions: Workflow Management
Incorporate pauses, holds, and starting a new workflow into your workflows.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Workflow Triggers: Relative vs Fixed Dates
How to choose the correct type of trigger for your workflow actions.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Workflow Triggers: General
Commonly used workflow triggers for general use.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Workflow Triggers: Project Dates
Automate workflow actions before and after project start and end dates.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Workflow Triggers: Client Progress
Trigger actions in your workflow based on your client's progress! Watch for forms to be completed, payments to be made, and more.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Workflow Triggers: Scheduler Appointments
Trigger workflow actions based off on an appointment being scheduled or an appointment start or end time.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Fine-Tuning Workflows
Workflows with payment plans
Our list of seven "rules" for success when working with payment plans and workflows.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Controlling Workflow Automation with Approval and Todos
Add manual control to your workflows by requiring approval and creating todos.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Managing Workflows
Start a workflow from a public scheduler

Written by Charis Barg
Updated over a week ago
Updated over a week ago
Applying Workflows to Projects
Learn the three different methods for applying and starting a workflow on a project to choose the best option for your process.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Manage a workflow inside a project
Edit, remove, force, and mark actions complete in a workflow running on a project.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
How do I apply a workflow to a job or lead?

Written by Becca Berg
Updated over a week ago
Updated over a week ago
Workflow Overview Chart
Getting an overview or chart view of your workflows
Written by Becca Berg
Updated over a week ago
Updated over a week ago
Setting office hours in workflow
Only set workflow emails to send during your business hours
Written by Charis Barg
Updated over a week ago
Updated over a week ago