This guide explains how to build a workflow that targets a specific customer contact and only triggers on invoices that meet your conditions.
For more information on Contact Follow Up Workflow click here
Creating the Workflow
Step 1: Open Automation
Go to Automation
Create New Workflow
Select When a transaction matches certain conditions.
Contact Follow Up
Step 2: Add Contact Filters
Use filters to identify the exact customer contact you want to target.
Example:
Where → Contact email → Is → joe@joe.com
This ensures the workflow only triggers for the specific contact you select.
Step 3: Enable Target Specific Invoices
When enabled, the workflow evaluates invoices for that contact and includes only those matching your conditions.
Example:
Where → Inv. balance → Is greater than → 0
The workflow will ignore any invoice that does not match your invoice rules.
Step 4: Adding a Send Email Action
When you add a Send Email step, the Contact in workflow is automatically assigned as the recipient.
This ensures each email is sent directly to the customer contact filtered at the start of the workflow.
For more information about workflow please referee to Workflow Articles