Upflow

Dacha Kortes

Jean-Malo

Samantha Semuhin

Tired of these time-consuming and moderately effective spreadsheets? Set the perfect Workflows to get paid on time! This part will teach you everything you need to know about configuring automated (yet personalised!) reminders to your clients while collaborating with your team.

Bring your teams together in systematizing your cash collection

Make sure your customers are not over-solicited by configuring a minimum delay between two actions.

Can I limit my reminders’ frequency?

Your different points of contact with your customers are added to Upflow.

What kicks off my workflow?

How can I add an email as bcc or cc on the emails from the workflow editor?

Save time by applying an efficient workflow to all your customers-even those managed from a different organizations.

Can I copy a workflow from one organization to another?

In this article, you will find the different ways to calculate the first action of your workflow.

How is my workflow triggered?

Find the right balance: you don't want to be forgotten but cannot flood contact’s box. Setting the right delay between actions will help!

How are trigger dates calculated?

Tailor every step of your cash collection from your tone of voice to the involved interlocutors and via the right channel!

How to customize my reminders?

Send invoices via Upflow: Which tags can be used in the billing template?

The last action in my workflow repeats indefinitely. What does that mean?

Answers to your actions can be followed up by their owner or redirected to an address of your choosing.

Can my customers reply to my reminders?

Design your perfect communication

You can easily send your customers order forms, tax documents or timesheets along with their invoices to your emails. Find out how below!

How to add attachments to my emails?

From a quick phone call to a registered letter, via emails—pick the right type of reminder to carry out the message you want to convey!

What are the channels I can contact my customers from on Upflow?

How do I program an action for another time?

How do I dismiss an action planned for today?

I would like to skip to the next step in my workflow.

How do I ignore a step in my workflow?

Why can’t I see some reminders or the same number as my colleague’s?

Automatic emails via Upflow: How does it work?

Can I perform an action on a customer outside of the established workflow?

Action out of the blue

Why does a reminder action appear in my actions whereas I planned it for a later date?

What do the different reminder email statuses mean when sent to customers?

Tags can help you saving time and adding relevant context in your reminder emails for your Customer.

Which tags can be used in a template action email or letter?

Your invoice is still due after several email and phone reminders? You can formalize your communication a little and move to Postal mail.

How to send postal reminders?

Your Workflows include reaching out to your customers via postal mail? You will find the service pricing grid for our US-based users below

Postal reminders pricing (US)

Your Workflows include reaching out to your customers via postal mail? You will find the service pricing grid for our EMEA-based users below

Postal reminders pricing (EMEA)

Nolwenn Launay

Understand and manage your actions

Make sure you didn’t miss out on anything and build your conversations to come on your cash collection history.

Where can I find the history of my cash collection for a given client or invoice?

Send email or Slack notifications to your teammates from Upflow and strengthen the collaboration across your organisation!

Bring your teams together in systematizing your cash collection

Design your perfect communication

Understand and manage your actions

Bring the right teams around the table