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Pre-Built Workflow: Customer Auto-Assignment

Automatically assigns customers to the right person based on criteria you define

Updated over a week ago

Overview

The Customer Auto-Assignment workflow automatically assigns customers to the right person based on criteria you define. This reduces manual work and ensures invoices are routed quickly and accurately.

How It Works

  • Set up assignment rules using Tesorio's workspace filters.

  • Select who should be assigned when criteria are met.

  • New customers matching the rules are automatically assigned whenever a new invoice is imported for that customer that matches the criteria.

Setup Steps

  1. Go to the Workflows Gallery.

  2. Find Customer Auto-Assignment and click Use Workflow.

  3. Define your filters and select the assignee.

  4. Click Publish Workflow.

Notes

  • Multiple workflows can run independently—design rules carefully.

  • You can manually reassign invoices later if needed.

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