Workflow Template Library
Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.
- Additional Services
- App Partner
- UK
Setting up a new client in Soldo
A simple workflow template for setting up new clients in Soldo
When onboarding new clients, you might decide that they will use Soldo to manage spending and expenses.
Use this simple workflow template including ready-to-go email templates to set up the Soldo account and send the information to your clients.