Workflow

Automate your client process with the most powerful feature in Dubsado.

Charis Barg avatarSam Gioia avatarBecca Berg avatar
21 articles in this collection
Written by Charis Barg, Sam Gioia and Becca Berg
Building Workflows

Creating Workflows

Learn the basics of creating workflows so you can start automating your client process.
Sam Gioia avatar
Written by Sam Gioia
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.
Sam Gioia avatar
Written by Sam Gioia
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.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Workflow Actions: Workflow Management

Incorporate pauses, holds, and starting a new workflow into your workflows.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Workflow Triggers: Relative vs Fixed Dates

How to choose the correct type of trigger for your workflow actions.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Workflow Triggers: General

Commonly used workflow triggers for general use.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Workflow Triggers: Project Dates

Automate workflow actions before and after project start and end dates.
Sam Gioia avatar
Written by Sam Gioia
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.
Sam Gioia avatar
Written by Sam Gioia
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.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago