Mark renewal invoice as paid and alert onboarding team
Mark renewal invoice as paid and alert onboarding team
You lack payment status on renewal invoices, forcing manual reconciliation and delaying client setup. The team receives alerts and paid status is recorded, so onboarding proceeds same day.
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Overview
When renewals post, billing and onboarding need immediate visibility to finish client setup. This workflow records the payment on your renewals tracker and pings the team so onboarding and billing proceed the same day.