Notify team members when a service ticket is created or updated with overdue account balance
Notify team members when a service ticket is created or updated with overdue account balance
Notify your team when a new or updated service ticket is created in ConnectWise Manage and the associated account in Xero has an overdue balance. Ensure timely communication regarding payment requirements before proceeding with the job.
Workflow preview:
Zap details:
Overview
Notify your team when a new or updated service ticket is created in ConnectWise Manage and the associated account in Xero has an overdue balance. Ensure timely communication regarding payment requirements before proceeding with the job.