Create confirmed project row when item moves group
Create confirmed project row when item moves group
Your moved job items lack a billing-ready record, stalling schedule and invoice prep. Get a populated production row for each confirmed job so you can schedule and bill same day.
Workflow preview:
Zap details:
Overview
Confirmed jobs frequently slip through when board items move and no production record exists. This captures each confirmed item into your production sheet and flags the originating project so scheduling and billing can happen same day.