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CRM

Dubsado

Dubsado is listed here as a CRM.

Dubsado runs the client side of a small service business, from first enquiry through contract and payment, and its maker sorts customers into creatives, licensed and specialised service providers, and people who manage events and coordinate projects. A business can put a proposal on its own website for a prospect to choose a package, send a welcome packet as soon as an enquiry arrives, and keep contract templates whose smart fields fill in each client's details. Its workflows hang steps on client milestones, so a signed contract can raise the invoice and switch on that client's portal without anyone stepping in.

What these workflow templates do

Every workflow template below works from an export from a CRM and changes nothing in it.

Workflows for CRMs

No workflow template names Dubsado yet. The templates below are not written for Dubsado by name; each is written for a CRM.

  • Cancellation request response Workflow template

    Works from an export from a CRM.

    Can see: one account row: plan, fee, users, start date, billing. Can change: nothing.

  • Churn risk and save plan Workflow template

    Works from an export from a CRM.

    Can see: leaver list with plan, dates, annual value and reason. Can change: nothing.

  • Competitor battlecard Workflow template

    Works from an export from a CRM.

    Can see: export of closed deals that name the competitor. Can change: nothing.

  • CRM field ownership map Workflow template

    Works from an export from a CRM.

    Can see: field schema exports and sample records from the CRM. Can change: nothing.

  • Deal close plan Workflow template

    Works from an export from a CRM.

    Can see: the deal record: stage, amount, close date, next step. Can change: nothing.

  • Expansion whitespace review Workflow template

    Works from an export from a CRM.

    Can see: what each account holds, where, quantity against limit. Can change: nothing.

  • Household record differences Workflow template

    Works from an export from a CRM.

    Can see: contacts by household and account links. Can change: nothing.

  • Offer review Workflow template

    Works from an export from a CRM.

    Can see: buyers' objections, with where and when they were raised. Can change: nothing.

  • Record sharing access matrix Workflow template

    Works from an export from a CRM.

    Can see: sharing setup by record type and role. Can change: nothing.

  • Renewal risk review Workflow template

    Works from an export from a CRM.

    Can see: contract list: accounts, owners, contract end, notice date, renewal terms, annual value. Can change: nothing.

  • Sales pipeline review Workflow template

    Works from an export from a CRM.

    Can see: open and recently closed deals with stage, amount, dates and next step. Can change: nothing.

  • Stalled-deal review Workflow template

    Works from an export from a CRM.

    Can see: deal export from sales system. Can change: nothing.

  • Win-loss review Workflow template

    Works from an export from a CRM.

    Can see: closed-deal export. Can change: nothing.

Teams that run these workflow templates:

How it connects

Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.

Published by its maker

  • Connector from the maker of Dubsado

    A connector an AI assistant can use.

    Published by Dubsado, as the maker's own page states.

    Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.

    ListedFound in a named public source on a stated date. We have not reviewed or used it.

  • Programming interface from the maker of Dubsado

    A programming interface for software developers.

    Published by Dubsado, as the maker's own page states.

    Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.

    ListedFound in a named public source on a stated date. We have not reviewed or used it.

What setup takes, and who approves it

Connecting a workflow to Dubsado is agreed when the work is scoped: a person who looks after Dubsado at your company approves how the workflow signs in and what it may see and change.

No time is promised here. Where no connector exists, the workflow works from an export.

What was checked, and when

  • The maker's own pages: read on 12 November 2026.
  • The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.

How we list systems and connectors

Next step

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Technical details

  • Dubsado MCP server · MCP serverFound in the maker's own documentationDubsado's terms say connected third-party apps, including AI assistants, can reach an account through its Model Context Protocol server.The maker’s page
  • Dubsado API · Public APIFound in the maker's own documentationDubsado's terms say connected third-party apps can reach an account through its API, which Dubsado may limit or change at any time.The maker’s page