Create tasks in Flozy when invoice statuses change for streamlined management
Enhance invoice management with this efficient workflow within the Flozy app. When an invoice status is altered, it concurrently creates a new task within Flozy, keeping your invoicing process coordinated and current. This workflow eliminates chances of missed updates and promotes seamless invoice administration.
Enhance invoice management with this efficient workflow within the Flozy app. When an invoice status is altered, it concurrently creates a new task within Flozy, keeping your invoicing process coordinated and current. This workflow eliminates chances of missed updates and promotes seamless invoice administration.
- When this happens...Invoice Status Change
Triggers when the status of an invoice is changed.
- automatically do this!Create Task
Creates a Task in the Workspace
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About Flozy
Flozy is an all-in-one platform for agencies to streamline client onboarding and team management with more AI automation.