Workflows

Workflow Actions

🚧 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.

Workflow actions define what Solvimon does after a trigger fires.

Today, workflows support one action category: send an email to the customer.

Send Email To Customer

Use this action to send templated emails through an email provider integration.

You typically configure:

  • Which email integration to use (Mailgun / SendGrid).
  • Which template to render.
  • Sender fields (from, reply-to).
  • Optional recipients (cc, bcc).

Invoice emails

Invoice emails are used for invoice delivery and reminders. Depending on your setup, you can include:

  • The invoice PDF as an attachment.
  • A payment link so customers can pay online.

Payment emails

Payment emails are used to notify a customer that a payment failed and to guide them to resolution (update payment method, pay invoice, contact support).

Practical Tips

  • Use consistent template naming so it is easy to understand what is being sent.
  • If you enable locale-specific templates, ensure templates exist for your enabled locales (fallback should be intentional).
  • Always test on a single customer before activating for all customers.

Related guides:

API reference