Notify team member when proposal is signed in JobTread and meets criteria via email
Notify team member when proposal is signed in JobTread and meets criteria via email
Notify your team when a proposal is signed and meets specific criteria, ensuring timely follow-up for invoicing. Track updates in JobTread, filter conditions with Zapier, and send emails to keep everyone informed.
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Overview
Notify your team when a proposal is signed and meets specific criteria, ensuring timely follow-up for invoicing. Track updates in JobTread, filter conditions with Zapier, and send emails to keep everyone informed.