Dubsado

Charis Barg

Sam Gioia

Becca Berg

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

Workflow

Get started with the most powerful feature in Dubsado and automate your business.

What Is a Workflow?

Skip the overwhelm and set yourself up for success with workflows by following our top tips!

Before Building Workflows

A detailed process outline is the foundation for any good workflow.

Writing out your process

Preparing for Workflows

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

Creating Workflows

Everything you need to know about sending emails, forms, schedulers, and more to your clients through a workflow.

Workflow Actions: Sending Content

Automate project status changes, adding tags, creating reminders, and more to manage your projects through workflows.

Workflow Actions: Project Management

Incorporate pauses, holds, and starting a new workflow into your workflows.

Workflow Actions: Workflow Management

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

Building Workflows

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

Fine-Tuning Workflows

Start a workflow from a public scheduler

Learn the three different methods for applying and starting a workflow on a project to choose the best option for your process.

Applying Workflows to Projects

Edit, remove, force, and mark actions complete in a workflow running on a project.

Manage a workflow inside a project

How do I apply a workflow to a job or lead?

Getting an overview or chart view of your workflows

Workflow Overview Chart

Only set workflow emails to send during your business hours

Setting office hours in workflow

Managing Workflows

Common workflow errors and how to handle them.

Workflow Errors

Troubleshooting

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💡 Explore Updates and Bug Fixes

Find answers and get help from Intercom Support and Community Experts

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