Forward signed agreements and payment emails to team
Forward signed agreements and payment emails to team
Unread signed retainer and payment emails stall onboarding and billing by hiding required attachments. Forward them to coordinators to ensure same-day processing.
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Overview
Unread signed agreements or payment notices can stall onboarding and delay invoicing. This routes those inbound emails straight to your program coordinators and billing staff so attachments and payment details are handled the same day.