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
Go to the Workflows Gallery.
Find Customer Auto-Assignment and click Use Workflow.
Define your filters and select the assignee.
Click Publish Workflow.
Notes
Multiple workflows can run independently—design rules carefully.
You can manually reassign invoices later if needed.