Dubsado Help Center

Workflow

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

21 articles in this collection
Written by Charis Barg, Sam Gioia and Becca Berg

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

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

Writing out your process

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

Written by Sam Gioia
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

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

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

Workflow Actions: Workflow Management

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

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.

Written by Sam Gioia
Updated over a week ago

Workflow Triggers: General

Commonly used workflow triggers for general use.

Written by Sam Gioia
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

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

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

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

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

Managing Workflows

Start a workflow from a public scheduler

Written by Charis Barg
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

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

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

Written by Becca Berg
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

Setting office hours in workflow

Only set workflow emails to send during your business hours

Written by Charis Barg
Updated over a week ago

Troubleshooting

Workflow Errors

Common workflow errors and how to handle them.

Written by Sam Gioia
Updated over a week ago