Automate Your Workflows with Dubsado
If you’re managing clients in Dubsado, automating your workflows can save you hours each week. From sending emails to reminding clients about contracts, Dubsado’s workflow automations allow you to run your business on autopilot. Here’s how to activate them:
Step 1: Log Into Your Dubsado Account
Start by logging into your Dubsado account. Once you’re in, navigate to the template section in the main menu.
Step 2: Access the Workflow Section
Click on “Workflows” and select “Add a Workflow” to begin building a new one.
Step 3: Name Your Workflow
Give your workflow a name that corresponds with a specific process, such as “Client Onboarding” or “Proposal Follow-Ups.”
Step 4: Add Actions to Your Workflow
Next, start adding actions to your workflow. You can choose from various options, including:
- Automated emails
- Contract sends
- Form requests
- Invoice reminders
- And more
Each action can be triggered by time delays or specific client steps, such as when a contract is signed or a payment is made.
Step 5: Save and Apply Your Workflow
Once your workflow is set up, click “Save.” You can apply this workflow to a project in two ways:
- Manual Application: Edit a client project and attach the workflow.
- Automatic Application: Link it to a lead capture form.
Conclusion
And that’s it! Your Dubsado automation is now live, streamlining your processes and enhancing the client experience without the need for manual follow-ups.
If you found this guide helpful, consider liking this article, subscribing for more creative business tips, and leaving a comment if you’d like a walkthrough on creating multi-step workflows or autobooking systems.
