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.

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

View all previous enrolments a customer was part of.

Target contacts assigned to invoices who hold specific positions.

Get full visibility on what is currently going on in your workflows.

Automatically change the Strike Level of your customers.

Automatically change the Pause Chasing Status of your customers.

Automatically remove Customers from your Portfolios thanks to Workflows.

Find out how to categorize your workflows, depending on their purpose.

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