All features

Workflows

Visual workflow editor

On a canvas, nodes are dragged in from a palette, connected with edges and configured in a side panel.

The visual workflow editor in Invoisary: trigger, condition, approval and action nodes connected on a canvas.

What is included

The process is drawn, not written as a rule set.

Build workflows as a diagram: drag nodes from the palette, connect them, and configure them in a side panel.

Conditions

Field conditions compare invoice data such as state, type, amounts, partner name, dates or flags using operators like equals, greater than, contains or is empty.

Branches

Conditions and approvals branch into yes and no, or approved and rejected, so each outcome takes its own path.

Actions

Transition the state, set fields, assign a responsible user, send a templated email, or call an external webhook with the invoice data.

A section of the canvas with connected workflow nodes.

More in the same area

Workflows and approvals

The approvals inbox in Invoisary with open and resolved tasks.

Approvals

Approve or reject with a comment, and the workflow carries on.

The workflow list in Invoisary with active and inactive workflows and their triggers.

Workflows

Rules that move invoices along by themselves.

Invoisary

Invoisary. Invoices, expenses, and budgets in one workflow.