Automating Tasks with Workflows
Workflows automate repetitive tasks like sending reminders, thank you emails, and follow-ups so you can focus on your work.
What Workflows Can Do
- Send automatic payment reminders
- Thank clients after payment
- Follow up on sent quotes
- Notify you of important events
- Automate routine communications
Creating a Workflow
- Go to Settings → Workflows
- Click Create Workflow
- Choose a trigger event
- Define the action to take
- Set timing and conditions
- Activate the workflow
Workflow Triggers
Events that can start a workflow:
- Invoice sent
- Invoice overdue
- Payment received
- Quote sent
- Quote accepted
- Client created
Workflow Actions
What workflows can do:
- Send an email
- Send a reminder
- Create a task
- Update a status
- Send a notification
Timing Options
- Immediately - As soon as triggered
- After delay - Wait hours/days
- On specific day - Before/after due date
Common Workflow Examples
- Payment Reminder - Email 3 days before due
- Overdue Notice - Email 1 day after due
- Thank You - Email when payment received
- Quote Follow-up - Email 5 days after sending
Managing Workflows
- Enable/disable workflows as needed
- View workflow execution history
- Edit workflows anytime
- Test before activating