Blog Posts & Resources
Browse blog posts on Dubsado, systems, automation, and tech — all created to help you save time, streamline your processes, and run your business with ease.
Whether you’re looking to elevate your client experience, improve your workflows, or learn how to set up systems that grow with you, these posts will give you practical insights and actionable steps to help you work smarter, not harder.
Automate your Wedding Timeline Creation
Streamline your wedding timeline creation process by automating data entry with Dubsado and Zapier. This guide walks you through setting up custom forms, mapping fields, and connecting Dubsado to Google Docs. Save valuable time, reduce errors, and create seamless wedding timelines in minutes, giving you more time to focus on your clients.
How to use Zapier to Automate your Client Onboarding: A Step-by-Step Guide
Learn how to automate your client onboarding process with Zapier in this comprehensive step-by-step guide. From triggering actions when a contract is signed to organizing documents in Google Drive, managing client communication with Gmail and Kit (formerly ConvertKit), and keeping track of tasks, this guide will help you streamline your workflow, save time, and enhance your client experience. Perfect for business owners and freelancers looking to optimize their operations with automation tools.
How to use Zapier with Dubsado
Zapier is a tool that lets users integrate the applications they use with Dubsado. This allows for automation to occur despite not being directly integrated. In this post, I’ll show you how to use Zapier with Dubsado and share several examples of Zaps that connect Dubsado with other applications plus a YouTube video tutorial to take you through it step by step