Dubsado-Style Email Automations
How the automation engine works, why every automation ships disabled, and how to write your own email or use the template.
Triggers cover a client's full journey: a new lead, a signed contract, a payment, a project's status change, a shoot date coming up, a birthday or anniversary, and an invoice's due date approaching.
Every automation arrives with a ready-written starter email but ships switched off, so nothing sends until you deliberately turn it on. Each step can use the branded lemon.gallery template with your own words, or your own full custom HTML with no added chrome.
Frequently asked questions
Are any automations on by default?
No — every trigger is disabled out of the box, so you choose exactly which emails go out.
Can I write raw HTML instead of using the template?
Yes — any step can switch to Custom HTML, sent exactly as written, with smart fields like the client's name still filled in automatically.
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