Kolleno

Configuring Email Recipients & Contact Positions in a workflow

Specify which customer, invoice, credit note etc will be included in the workflow based off specific criteria.

Create a workflow to automatically send tasks or create tasks for specific payment events.

No-code workflows action "ERP record" allows you to update any field, enabling complex logic and keeping systems in sync.

Set up automated workflows when payment is recorded in your ERP/accounting platform.

Understand what happens when your Workflow fails to send an email.

If you do not want your customers to re-enter the workflow, here's what to do

Understand how to view the current workflows a customer is enrolled in.

View all previous enrolments a customer was part of.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you