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.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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