Tag clients as onboarding in Copilot when their invoice is paid
Tag clients as onboarding in Copilot when their invoice is paid
Tag your clients as onboarding when their invoice is paid. Receive notifications from Copilot, filter relevant events, find the client, and update their status, ensuring faster onboarding and improved client management.
Zap details:
Overview
Tag your clients as onboarding when their invoice is paid. Receive notifications from Copilot, filter relevant events, find the client, and update their status, ensuring faster onboarding and improved client management.