Automate Finance Application Emails with Workflows

Save time and keep customer communication relevant with the new Workflows field: Finance Apply URL

This update lets you automatically send finance application links only when an order includes finance — no extra setup or manual emails needed.

Key Steps

1. Log in to your Vyro Dashboard.

2. Scroll down the sidebar and select Workflows.

3. Click Add New to create a new workflow, then click Start.

4. Set the Type to Orders.

5. Add your Conditions, for example:

   • Financier Apply URL → Is Known
   • (Optional) Created at → After [date]
   • (Optional) Customer Email → Ends With @vyro.co

6. Click Apply to save your conditions.

7. Once you've saved your workflow conditions:

   • Create a new step called Send Email.
   • Click the plus (+) icon under Start to add it.
   • Select Send Email from the list.

8. In the Send Email window:

   • To: {{order.user.email}}
   • Subject: Let's continue with your finance application
   • From: your company email (e.g. info@vyro.co)

9. Add a Button that links to the finance application URL: {{financeApplication.apply_url}}

10. Set the Action Type to Open Website and the Target to New Tab.

11. Customize the button color and layout to match your brand.

12. Click Apply, then Save Workflow.

Once active, the workflow will automatically email customers their finance application link — but only when the order includes finance, ensuring every message stays purposeful and precise.