Attach incoming invoice PDFs to renewal deal records
Attach incoming invoice PDFs to renewal deal records
Your renewal invoices arrive by email without a deal link, delaying reconciliation. Billing can access invoices same day once the PDF is linked to the deal.
Workflow preview:
Zap details:
Overview
Emailed renewal invoices often arrive without deal context, which slows reconciliation and risks missed billing cycles. This flow files the PDF to your shared drive and links it to the matching renewal deal so billing can reconcile same day.