Keep invoices linked to job folders for operations

Operations coordinators miss sharing job folders with invoices, causing customer confusion and stalled starts. Zapier adds a shareable folder link to the invoice so billing and ops give customers immediate access.

Overview

Invoices that don't include job files create customer confusion and delay project starts. This workflow attaches a shareable job folder link to each invoice, eliminating manual file-sharing and ensuring customers get access immediately. The result is faster handoffs, fewer missed file deliveries, and clearer records for billing and ops.

Notable Features

Create job folders automatically
Attach shareable link to invoice
Notify billing and operations