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 - it is not retroactive.
Setup Steps
Go to the Workflows Gallery by navigating to Workflows > New Flow > Use Gallery.
Find Customer Auto-Assignment and click Use Workflow.
Define your filters and select the assignee.
Click Publish Flow.
Notes
You will need to create one flow per assignee when using pre-built workflows.
This is not retroactive to customers that are already in your system - just new ones.
Multiple workflows can run independently—design rules carefully.
You can manually reassign invoices later if needed.