Workflow

Automate your client process with the most powerful feature in Dubsado

Becca Berg avatar Sam Gioia avatar
18 articles in this collection
Written by Becca Berg and Sam Gioia
Building Workflows

Creating Workflows

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

Workflow Actions: Workflow Management

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

Workflow Triggers: General

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

Workflow Triggers: Project Dates

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