Conditional branching logic
Workflows branch on any data point — paid vs unpaid, signed vs unsigned, project stage, client tag. No more linear-only automations.
Your CRM should do the work for you.
Build automated workflows with branching logic, approval gates, and scheduled sends. Follow up on proposals, chase overdue invoices, onboard new clients — all without lifting a finger.
Workflow Automation
What's included
Approval gates
Pause a workflow for team approval before it escalates an invoice reminder, sends a sensitive email, or triggers a legal action.
Scheduled and event-triggered
Fire workflows on a schedule, on record changes, before a date, or on client actions like proposal approved or payment failed.
Email and SMS sequences
Multi-step messaging with merge fields and timing control. Onboarding, follow-up, re-engagement — all automated.
Multi-recipient workflows
Send the same workflow to multiple people at once — co-approvers, team members, or a whole client list. No workarounds required.
Template library
Start from proven workflows — collections cadence, proposal follow-up, onboarding sequence — and customize per workspace.
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Frequently asked questions
What can I automate with Ratio workflows?
Common automations include collections sequences for overdue invoices, proposal follow-up cadences, onboarding sequences for new clients, appointment reminders, and payment-failure escalations. Any record event or schedule can trigger a workflow.
Do Ratio workflows support conditional branching?
Yes. Workflows branch on any data point — paid vs unpaid, signed vs unsigned, project stage, client tag. Linear automations are a subset of what Ratio supports.
Can I add approval gates to workflows?
Yes. Pause a workflow for team approval before it escalates, sends a sensitive email, or takes a consequential action. Approvals route to specific team members by role.
How is Ratio workflow automation different from Dubsado workflows?
Dubsado workflows are linear — one action after another, no conditionals, no multi-recipient support. Ratio workflows support branching, approval gates, multi-recipient sends, and record-event triggers.
Can I start from pre-built workflow templates?
Yes. Start from proven templates — collections cadence, proposal follow-up, client onboarding — and customize for your workspace. Templates are a starting point, not a rigid framework.