Keep marketing ops informed with invoice board cards

Marketing ops coordinators lose invoice details in form inboxes, causing missed orders and rekeying. Cards appear on your project board with full invoice details so fulfillment can start.

Overview

Marketing ops coordinators risk missed orders when invoice details sit in form inboxes, delaying fulfillment and creating rework. This workflow converts each invoice submission into a project board card with full transaction details so fulfillment and office follow-up start faster and missed follow-ups are eliminated.

Notable Features

Create project board cards instantly
Format totals and line items
Attach invoice PDF and notes