Great question! Automations (workflows) set up in Dubsado can send emails via your connected email account, but a Dubsado workflow alone won't be able to automatically send emails through Flodesk. However, you can definitely create a Zap that sends client and project information from Dubsado to Flodesk, where you can then send additional emails using the information from Dubsado.
Damn wish I had watched this 4 days ago!! Can I automate in Dubsado and have it work in Flodesk through Zapier?
Great question! Automations (workflows) set up in Dubsado can send emails via your connected email account, but a Dubsado workflow alone won't be able to automatically send emails through Flodesk. However, you can definitely create a Zap that sends client and project information from Dubsado to Flodesk, where you can then send additional emails using the information from Dubsado.