Attach daily sales files to matching sales records
Attach daily sales files to matching sales records
Your daily sales PDFs sitting in Drive leave sales records incomplete and slow payroll. Attaches each PDF to the matching sales record so billing and you can review same day.
Workflow preview:
Zap details:
Overview
Unlinked sales PDFs create manual work and slow payroll close for small services firms. This flow pins each daily file to its sales record so billing and leadership can reconcile same day without hunting for attachments.