Skip to workflow content
Vora
← Workflow library

Agency operations

Review an overdue invoice.

Check a confirmed invoice packet, hold disputes and create an owned review task for a known contact. This workflow uses supplied facts and does not read billing accounts or send reminders.

19 native nodes18 connectionsNative fixture checks passed
Explore workflow What you need

WORKFLOW PREVIEW

See how it works

19 nodes · 18 connections

Use + and − to zoom, F to fit. Press Enter on a node to inspect it.

WHAT YOU NEED

Set up this workflow in your workspace.

  • A Vora workspace with permission to manage its CRM.
  • known-contact
  • Choose an assignee from your workspace. The public template leaves this unset.

Configure the trigger and its input mapping in your workspace.

Required inputs and example
{
  "type": "object",
  "additionalProperties": false,
  "required": [
    "email",
    "followUpDueAt",
    "packetConfirmed",
    "invoiceId",
    "status",
    "daysOverdue",
    "amountMinor",
    "currency"
  ],
  "properties": {
    "email": {
      "type": "string",
      "format": "email"
    },
    "followUpDueAt": {
      "type": "string",
      "format": "utc-date-time"
    },
    "packetConfirmed": {
      "type": "boolean"
    },
    "invoiceId": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120
    },
    "status": {
      "type": "string",
      "enum": [
        "overdue",
        "paid",
        "current",
        "disputed"
      ]
    },
    "daysOverdue": {
      "type": "integer",
      "minimum": 0,
      "maximum": 3650
    },
    "amountMinor": {
      "type": "integer",
      "minimum": 1,
      "maximum": 9007199254740991
    },
    "currency": {
      "type": "string",
      "pattern": "^[A-Z]{3}$"
    }
  }
}

Fictional example input:

{
  "email": "client@example.invalid",
  "followUpDueAt": "2026-10-10T08:00:00Z",
  "packetConfirmed": true,
  "invoiceId": "invoice-fixture-001",
  "status": "overdue",
  "daysOverdue": 14,
  "amountMinor": 129900,
  "currency": "USD"
}

Inspect the workflow first

The preview contains the actual authored nodes and settings. 13 fixture checks passed: 11 entered the native engine and 2 checked admission or setup. CRM and model effects were intercepted. Workspace installation and live provider acceptance remain unverified. This public preview cannot create or run a workflow.

Example path through the native engine

A successful fixture followed these nodes. Other inputs can follow the visible hold and no-action branches.

  1. Supply one reviewed invoiceId packet
  2. Map packet and load private task owner
  3. Packet confirmed
  4. Invoice is disputed
  5. Invoice is overdue
  6. Overdue days are positive
  7. Find a known contact by email
  8. Lookup result is missing
  9. Contact is known
  10. Create an owned internal review task
  11. Task identifier is available
  12. prepared
Verification and source

Revision 1. The graph, input fixtures and execution receipt are bound by their digests.

cfad9f539a20778c6e8c5041aaf834b9777437f62ffbee9e0e4eebf757b56c6b
Get access to Vora →