Keep project managers aware of payment and lead alerts

Project managers miss receipt confirmations and 'lead not found' alerts, risking untracked payments. This posts payment and missing-lead alerts to project channels so stakeholders act promptly.

Overview

Unread receipt emails create untracked payments and stalled follow-up that put project budgets and timelines at risk. This workflow routes payment confirmations and missing-lead alerts into project channels and creates follow-up tasks so stakeholders act on issues promptly. The result: faster handoffs, zero missed follow-ups, and clearer accountability for every payment.

Notable Features

Post concise payment alerts
Flag missing-lead emails to channel
Create follow-up tasks automatically