Alert sales owners when B2B order deposit posts

Business owners miss deposit notes in B2B order feeds, causing delayed fulfillment and missed follow-ups. Hourly alerts flag recorded deposits to sales and ops so orders are processed without delay.

Overview

Missed deposit notes stall fulfillment and frustrate customers — business owners need visibility the moment a payment note appears. Tie hourly order checks to sales notifications and task creation so deposits are visible to sales and ops, ensuring orders move into fulfillment and follow-up happens without delay.

Notable Features

Notify sales and ops hourly
Show deposit note with order link
Create follow-up task for orders