Understanding Contact Follow Up Logic in Workflow Triggers

Contact Follow Up workflows automate communication for individual contacts, based on the invoices that are directly linked to them.

Setting Up Contact Follow Up Triggers for Workflows please follow this article

Only invoices assigned to the contact are used.
Invoices belonging to the customer but not linked to that contact are not considered.

If no invoice filters are added, the contact can enter even without invoices linked to them.

If invoice filters are added, the contact only enters when they have at least one linked invoice that matches the filter conditions.

A qualifying contact brings in:
• The contact
• The customer
• Only the invoices linked to that contact

This data is used for all conditions in the workflow.

A contact qualifies when they have:
• At least one linked invoice matching your invoice filters (when filters are applied)
• No workflow exclusions preventing entry

If no invoice filters are set, the contact qualifies automatically.

Before the system decides eligibility, it removes invoices that should not trigger communication.
Examples include:
• Promise to Pay
• Recent replies
• Recent manual communication

Only remaining invoices are used to decide if the contact enters.

For more information about workflow please referee to Workflow Articles

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