Workflows
Learn more about Tesorio Workflows
12 articles
Introducing Tesorio Workflows
How Workflows Are Organized: Pre-Built Workflows, Templates, and Custom Workflows
Understanding the Anatomy of a Workflow
Pre-Built Workflows
Pre-Built Workflows are ready-to-use automations with simple, form-based setup. No builder required — just configure a few options and publish
Pre-Built Workflow: Customer Auto-AssignmentAutomatically assigns customers to the right person based on criteria you define
Pre-Built Workflow: Invoice Auto-AssignmentAutomatically assign invoices to the right person based on criteria you define
Pre-Built Workflow: Apply PO Missing Tag to InvoiceAutomatically tag invoices that are missing a required purchase order (PO) number
Pre-Built Workflow: Remove PO Missing Tag from InvoiceAutomatically removes a tag from an invoice once a purchase order (PO) number has been added
Pre-Built Workflow: Add Note After Campaign Email SentAutomatically add a note to a customer or invoice after a campaign email is sent
Pre-Built Workflow: Add Note When Invoice Tag AddedAutomatically add a note to an invoice whenever a tag is applied
Pre-Built Workflow: Add Note When Customer Tag AddedAutomatically add a note to a customer whenever a tag is applied
Workflow Templates
Workflow Templates are customizable starting points that open in the workflow builder. You can adjust triggers, actions, and logic to fit your specific use case
Workflow Template: Instant Slack Alerts for Supplier Portal Invoice DisputesStay on top of invoice issues by automatically sending a Slack message whenever a supplier portal invoice is marked as disputed
Workflow Template: Auto-Archive Drafted Payments (Cash Application)Automatically archive drafted payments in Cash Application based on logic that you define