Keep business owners informed when client payments post

Business owners see paid clients stuck as prospects, causing onboarding delays and misplaced assets. Zapier updates project tasks and moves files so ops and account managers see onboarding status.

Overview

Missed status updates after payment create onboarding delays and lost deliverables. This workflow updates project tasks and moves client folders when payments post, eliminating manual handoffs and keeping ops and account managers aligned. The result is fewer misplaced assets and faster handoffs.

Notable Features

Update project task statuses instantly
Move client folders from prospect to client
Create audit trail for payment events