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
7 articles
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