rykker

[Mette-Wolter]

Kan det passe at man ikke kan lave en automatiseringplan således at rykker bliver fremsendt til kunder allerede 10 dage efter de er forfalden og ikke først ved månedsluk

[Jofoy]

Yes, it’s possible to set up an automation plan to send reminders to customers 10 days after their due date instead of only at the end of the month. In Visma.net, you can create customized workflows using API integrations or third-party tools to track invoice due dates and trigger reminders based on your desired timeline. By setting up conditional triggers, you can ensure that reminders are sent automatically and promptly.

This can be achieved through a tailored integration that connects your invoice data with an automated email system or CRM. Additionally, using webhook notifications or scheduled jobs, you can maintain flexibility and accuracy in customer communication.

Cloudify can help with custom integration for Visma.net. Cloudify is one of the leading Visma.net integration experts!
https://cloudify.biz/workflow-automation

[Adam Brandgaard]

Hej,

Hvordan er jeres automatiseringsplaner opsat?