Flozy

CRM (Customer Relationship Management)

Move cards in Flozy when new Flozy invoices are paid

Automate your workflow in Flozy by seamlessly updating project board cards whenever a new invoice is marked as paid. This Zap moves a specified card to a selected column or position in Flozy as soon as the invoice status changes, helping you keep your tasks and finances perfectly aligned.

Automate your workflow in Flozy by seamlessly updating project board cards whenever a new invoice is marked as paid. This Zap moves a specified card to a selected column or position in Flozy as soon as the invoice status changes, helping you keep your tasks and finances perfectly aligned.

  1. When this happens...
    FlozyFlozy
    Invoice Status Change

    Triggers when the status of an invoice is changed.

    TriggerInstant
  2. automatically do this!
    FlozyFlozy
    Move Board Item

    Moves a Board Card to an another column

    ActionWrite
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Supported triggers and actions

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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.

Related categories

  • CRM (Customer Relationship Management)