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
2 articles
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