Workflows in Kolleno are powered by triggers—automated events that start actions when certain conditions are met. There are multiple types of triggers, grouped into two categories. This guide explains how they work and when they’re used.
📊 1. Data-Based Triggers (Continuous Monitoring)
These triggers continuously monitor your data and can restart after a set waiting period.
Trigger Name | What It Monitors | Example Use Case |
Customer Follow up | Customers with overdue invoices, balances, etc. | Dunning workflows for overdue customers |
Invoice Follow up | Specific invoices (e.g., unpaid, overdue) | Invoice-based chasing sequences |
Customer Group Follow up | Customer groups that match your filters | Group-level collection strategies |
Payment Plan Follow up | Active payment plans with specific criteria | Workflows for payment plan management |
Payment Plan Installment Due | Installments that are past due and pending | Reminder workflows for overdue installments |
🕒 Execution: Based on the workflow’s start timing setting (e.g., daily, weekdays only)
♻️ Can Restart: Yes, after a waiting period
🆕 2. Object Created Triggers (One-Time Events)
These triggers activate once when something new is created in the system.
Trigger Name | What It Detects | Example Use Case |
Customer Created | When a customer is added | Welcome email or onboarding workflow |
Invoice Created | When an invoice is created | Invoice confirmation message |
Credit Note Created | When a credit note is issued | Notify customer about credit note |
Email Received | When a customer email is received & assigned | Acknowledge or respond automatically |
Payment Plan Created | When a new payment plan is added | Confirmation and guidance for the plan |
Payment (ERP) Created | When payment is synced from your ERP | Confirm receipt of payment |
Kolleno Payment Paid | When a charge is marked as "paid" | Send a payment receipt |
Kolleno Payment Failed | When a charge fails | Notify customer or retry payment |
Kolleno Payment Chargeb Back | When a chargeback is logged | Alert finance or trigger recovery steps |
🕒 Execution: Within 30 minutes of the object being created
♻️ Can Restart: ❌ No (one-time only)