There are so many great things you can do with workflows in Dubsado. You can automate and streamline your sales process, client onboarding, service delivery, and even your offboarding and feedback requests. Every step of your client journey can be set up ahead of time, giving you the opportunity to spend more time focused on your client projects.
However, have you ever noticed that the workflows in Dubsado are pretty much one-and-done? There’s not a native way to create any kind of “recurring” actions other than invoices. But what if you offer a service that repeats every week or every month? How can you utilize the power of Dubsado automations without this kind of feature?
The answer is to create workflows in Dubsado that constantly trigger and re-trigger each other.
First, you need to define the steps of the workflow that you want to repeat. For this example, I’ve created the following steps in a workflow called “Month 1”:
Once you’ve defined the steps of your workflow, duplicate it to create a 2nd, identical copy of it. I named my 2nd one “Month 2” for this example.
In order to cause the appearance and functionality of “recurring” workflows in Dubsado, we need to add 2 more steps.
The first step is a ToDo task that includes a couple manual steps that are crucial to the recurring setup. Add this step to the beginning of both workflows so it’s the first thing that triggers as soon as the workflow starts.
Within this ToDo task, you should include the following:
The second step to add is to start the next workflow as soon as the first one is complete. Add this step as the very last step in both workflows to trigger each other. So in my example, the workflow for “Month 1” will start the workflow for “Month 2.” The workflow for “Month 2” will start the workflow for “Month 1.” And so on.
As you can see, the “Month 2” workflow has instructions at the beginning to manually archive the “Month 1” workflow since it’s complete. Then at the end it has an action to re-start the “Month 1” workflow since it was already archived.
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I'm a perfectionist and I strive for excellence...if there's a better, faster, more efficient way to do something, I wanna know how and I love sharing that kind of knowledge and empowerment with my clients, too!
So if you’re an Online Service Provider who longs to spend more time elevating your client experience than trying to remember what steps you missed, I’d love to work with you.