Add signed marker to contract messages for team
Add signed marker to contract messages for team
You miss finalized contracts in a busy channel, delaying onboarding and billing for new clients. Flagged messages let account managers begin onboarding and billing the client the same day.
Workflow preview:
Zap details:
Overview
Signed contracts can get buried in busy channels, slowing onboarding and invoicing. This flow flags and surfaces those messages to account managers automatically, so onboarding and billing can start the same day without manual scanning.