You can create as many workflows as you'd like, customize them, and assign them to the appropriate customers. You can customize them according to your customer's language, your business relationship (using formal or informal language), or you can set-up a specific reminder frequency for "bad payers". Once your workflow is ready, you can assign it to a customer. You can assign one or more customers to any given workflow.
You can also easily assign account managers to involve them in the collection process.
1 - Manually and in bulk
From your Customers list view, you can filter your customers based on different criterias, such as custom fields.
Now, tick the Customer column. If you have more than 50 customers, a blue link will offer you to select all at the top right of the list. Click it.
2 - Manually from the Customer detail page
Access your customer's detail page.
Then, click on the workflow name and select the one you want to replace it with.
It will be immediatly updated.
3- Manually using a CSV import
You can perform csv imports based on the customer name and their external id.
Start by exporting your customer list view from Upflow (filtered if needed) - or use an internal file.
And here's a full article on how to proceed.
4 - Automatically using our Smart rules
You can find all information on our dedicated article: Smart rules.
The important thing to take into account, is that a smart rule overules any manual assignment option.
5 - Automatically using our API
[We recommend this solution, however, it requires help from an IT resource and Zapier plan pro].
When you integrate your billing data through our API, it is possible to directly assign a collection workflow or an account manager to a customer through our Customer endpoint (both when creating or updating a customer) according to your own logic.
If you are using one of our native integrations like QuickBooks Online, Chargebee or Stripe Billing, you can use the same API functionality to do this via Zapier or any other automation platform.
Depending on a trigger from your billing software, you can then configure rules to dynamically update the corresponding customers in Upflow.
For example, you can assign different collection workflows depending on the customer's registered payment method in Chargebee by having a branching logic :
And then making a PUT request to the customer in Upflow to update their "dunningPlanId":
NB: your "dunningPlanId"s are available upon request, please reach out to us to get yours!
Still have a question? Don’t hesitate to submit a request at the top right.