Skip to content
Templates
Create client matter when deal moves to paid

Create client matter when deal moves to paid

You can't start client work when deals move to paid without a matter, causing billing and task delays. This builds the matter and starter tasks so intake coordinators can bill and act same day.

Create client matter when deal moves to paid

Workflow preview:

Zap details:

Overview

Deals marked paid should immediately become billable matters, not paperwork on someone's to-do list. This flow builds the matter, assigns starter tasks, and alerts intake so coordinators can begin billing and client work the same day.

Create client matter when deal moves to paid