Actions (tags, portfolios, chasing, strike levels)
Actions (tags, portfolios, chasing, strike levels)
Remove Customers from Portfolios in a WorkflowAutomatically remove Customers from your Portfolios thanks to Workflows.
Change the Pause Chasing Status in a WorkflowAutomatically change the Pause Chasing Status of your customers.
Change the Strike level in a WorkflowAutomatically change the Strike Level of your customers.
ERP action in the WorkflowsNo-code workflows action "ERP record" allows you to update any field, enabling complex logic and keeping systems in sync.
Remove a Tag in WorkflowsAutomatically remove a Tag in your Workflows.
Add a Tag in WorkflowsAutomatically add a Tag in your Workflows.
Assign Tags to Customers with WorkflowsTag multiple customers with workflows
Assign Tags to Customer Groups with WorkflowsTag customer groups with workflows
Make an API Call with Kolleno WorkflowsSend HTTP requests to an external API endpoint
Pause workflow node when customer chasing is disabledPause a workflow node when customer chasing is turned off and resume it automatically when chasing is enabled again.
Using Template Variables in API Request Bodies for WorkflowsUse template variables in Kolleno workflows to send dynamic ERP and customer data in API calls.
Field Value Types for “Update Record on ERP”Use type prefixes (e.g. boolean:true, integer:10) to send correctly formatted ERP field values.