How to Fix Common Dubsado Workflow Errors (Step-by-Step)

Описание: Is your Dubsado workflow showing a confusing error message? 🛑

Dubsado workflow errors often look like code and can be hard to decode. In this video, I’m breaking down the most common error messages, explaining what they actually mean, and showing you exactly how to fix them so you can get your automation back on track.

In this video, we cover:
Email Connection Issues: Why most errors (like "Invalid Header" or "Invalid Grant") happen and how to reset your sync.
Missing Data: How a missing client email address can halt your entire workflow.
"Too Late to Send": What to do when a project date has already passed or your timeline is compressed.
Smart Field Errors: Why using payment plan smart fields in a regular workflow causes things to break.
Form Watcher Errors: How to properly link your "Send Form" actions to "Watch Form" triggers.

Important Tip: Always remember to unpause/activate your workflow after you've fixed an error!

Chapters:
0:00 - Introduction
0:21 - Error: Cannot read properties of undefined (Missing Email)
1:12 - Troubleshooting email connection & sync settings
1:44 - Common email error codes (Invalid Header, Authorization Failed, etc.)
2:25 - How to fix "Too late to send" actions
3:40 - Error: Form to watch for this action not found
4:20 - Fixing "Invalid To Header" (Email formatting)
4:42 - Error: Cannot read properties of undefined reading 'date' (Payment Plan Smart Fields)
5:36 - Conclusion: The 3 things to check first

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Disclaimer: This video is for educational purposes only and does not constitute legal, financial, or professional advice. You are responsible for how you implement the information shared, and results may vary based on your business, settings, and processes. Some of the links in this description are affiliate links, and I will earn a commission if you make a purchase using them. This commission comes at no additional cost to you.