Common Use Cases | Solvimon

🚧 Under development

Workflows are under active development and not yet generally released. The UI and API may change without notice. If you want early access, contact Solvimon support.

These are the most common workflows operators set up in production.

Persona: Billing Ops (Invoice Delivery)

Goal: customers automatically receive the invoice when it becomes final.

What good looks like:

invoice goes final
customer receives an email quickly (or within a configured window)
PDF is attached and matches the invoice

Related guides: Mailgun

API reference: Workflows, Workflow actions

Persona: Finance Ops (Overdue Reminders / Dunning)

Goal: reduce manual chasing by sending reminders at consistent intervals.

Typical cadence:

7 days after due date
15 days after due date
30 days after due date

What good looks like:

reminders are spaced correctly
only unpaid invoices are included
messaging is consistent

Related guides: Mailgun

API reference: Workflows

Persona: Customer Success (Failed Payment)

Goal: when payment fails, notify the customer and guide them to resolution.

What good looks like:

customer understands what failed
customer has a clear next step (pay invoice, update payment method, contact support)

Related guides: Payment Collections

API reference: Workflows