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Making Updates to Dubsado Workflows

part 1

part 2

Dubsado Workflows are the ultimate feature of this platform. Your Workflow can bring together all of the proposals, forms, packages, payment plans, schedulers, and canned emails that you've created and start sending these out to clients automatically.

Implementing this step is a major time saver and also allows you to have a birds-eye view of where each of your clients is at in their process.

Not only can Workflows be used to email clients automatically, but they can also auto-organize some of your systems behind the scenes. Try creating a To-Do item for yourself or a team member, or have your workflow move your user from a Lead to a Project, to Archived all on its own!


Feel free to use our sign-up link to start your free trial with Dubsado, PLUS get a 30% discount once you're ready to subscribe.


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Hi, I'm Ashley!

I'm the founder, head creator & hype girl behind Bloom Creator Studio – an intentional brand strategy studio helping eager entrepreneurs develop an effective and strategic approach to standing out online.

I created Bloom Creator Studio to serve as a platform for enrichment and connection. My main priority is for all of us to learn and grow within our businesses, and to empower and lift each other up as we do so. 

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