Triggers & filters (targeting)
Workflows — Triggers & filters (targeting)
Workflow filtersSpecify which customer, invoice, credit note etc will be included in the workflow based off specific criteria.
How to create an auto-reply workflowCreate an email workflow that sends an auto-response to your customer(s)
Action based on words found in Emails ReceivedUse workflow filters to capture certain words from inbound emails to create action items
Handling Missed Invoices in the "Invoice Created" WorkflowMissed invoices? Create a follow-up workflow using issue date filters to target past imports in Kolleno.
Using Tag Categories in Workflow FiltersHow to use customer, invoice, and credit note tag categories to build scalable and precise workflow conditions.
Email Bounced and SMS UndeliveredAutomatically trigger workflows when an email bounces or a text message is undelivered.
Understanding Contact Follow Up Logic in Workflow TriggersContact Follow Up workflows decide which contacts and invoices enter automation.
Setting Up Contact Follow Up Triggers for WorkflowsHow to target a specific contact and their invoices using Contact Follow Up workflow filters.
Split the workflow into two branches based on conditionsLearn how to divide workflows into two paths when customers meet certain criteria.
Target Specific Invoices and Payments (ERP) in WorkflowsHow to configure workflows that act only when both specific invoice and payment criteria are met.
Target Specific Payments in WorkflowsApply workflow actions only to Payments (ERP) that meet chosen criteria.