Kolleno

Configuring Email Recipients & Contact Positions in a workflow

Workflow settings

What are triggers?

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

Workflow filters

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

Payment charge workflows

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

ERP action in the Workflows

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

How to Run a Workflow when a Payment is Registered on your ERP

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

What Happens When an Email in a Workflow Fails to Send?

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

View Current Workflow Enrolments for a Customer

View all previous enrolments a customer was part of.

View a Customer Previous Workflow Enrolments

Target contacts assigned to invoices who hold specific positions.

Targeting Invoice Contacts in Workflow Emails

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

View Records in a specific Workflow step

Automatically change the Strike Level of your customers.

Change the Strike level in a Workflow

Automatically change the Pause Chasing Status of your customers.

Change the Pause Chasing Status in a Workflow

Automatically remove Customers from your Portfolios thanks to Workflows.

Remove Customers from Portfolios in a Workflow

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

Organizing Workflows by Category

Create an email workflow that sends an auto-response to your customer(s)

How to create an auto-reply workflow

Use workflow filters to capture certain words from inbound emails to create action items

Action based on words found in Emails Received

How to diagnose your workflows to understand why an email did not send correctly

Workflow sending error

You can add an additional pause to a stage of the workflow from the customer hub.

How to pause a specific Workflow Run

Decide what workflow runs specifically must stop (any level: customer, invoice, credit note, etc.)

Stop a specific Workflow run

Automatically remove a Tag in your Workflows.

Remove a Tag in Workflows

Automatically add a Tag in your Workflows.

Add a Tag in Workflows

Ensuring emails only go to the invoice recipient, not general contact or other recipients.

How to assign an invoice only contact in your workflows as a recipient

Missed invoices? Create a follow-up workflow using issue date filters to target past imports in Kolleno.

Handling Missed Invoices in the "Invoice Created" Workflow

Duplicate tasks/emails? Check if it’s an invoice workflow and switch to a customer workflow.

Why Did a Workflow Create Duplicate Tasks or Emails?

Send internal emails in workflow to reach the assigned account owner.

How to Send Workflow Emails to the Account Owner Using Smart Fields

Assign Tags to Customers with Workflows

Assign Tags to Customer Groups with Workflows

Kolleno Support

Support

Workflows

Understand what to do when you get an alerts about the number of emails sent.

Unusual number of emails sent

What can you do if you see that duplicate emails were potentially sent in the past 7 days.

Duplicate emails sent in your Workflow

Understand what to do when using certain invoice filters at the customer level.

Invoice days overdue filter alert

Boost the performances of your instance by correctly assigning and removing from portfolios.

Correct assign/remove from Portfolios in Workflows

Boost the performances of your instance by correctly adding tags.

Correctly add a Tag in Workflows

Correctly assign a User (account owner) in Workflows

Make your Invoice Created bullet-proof when synchronizing historical invoices.

Invoice Created: Missing Days Issued Filter

‘Wait for completion’ has no effect on final task nodes — update or ignore this alert as needed.

Task Node Wait for Completion at End of Workflow Has No Effect

Understand the different alerts possible in your workflows.

Workflows Alerts

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