Create task in Trello, and notify team via email after new client payment in Plug&Pay
Create task in Trello, and notify team via email after new client payment in Plug&Pay
Create tasks in Trello for onboarding new clients after an invoice is created in Plug&Pay. Capture all necessary information and send notifications via Email by Zapier to ensure your team is informed, speeding up the onboarding process.
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Overview
Create tasks in Trello for onboarding new clients after an invoice is created in Plug&Pay. Capture all necessary information and send notifications via Email by Zapier to ensure your team is informed, speeding up the onboarding process.