Triggers & filters (targeting)
Workflows — Triggers & filters (targeting)
13 articles
- 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.
- Custom Record Value WorkflowsAutomate workflows using custom fields and automate follow-up actions based on specific criteria within those groups.
- Workflow Trigger: File UploadSet up workflows that trigger automatically when a file is uploaded to a customer's record, using tag-based filters to control which uploads activate the workflow.