Never miss retainer payments for sales reps with SMS alerts
Never miss retainer payments for sales reps with SMS alerts
Sales reps lose momentum when retainer invoices send without a customer notice, delaying project starts. SMS triggers from invoice webhooks notify payers so sales and billing can prompt payment.
Overview
Missed invoice notices stall project kickoffs and sap sales momentum. This workflow sends an SMS from the invoice webhook so payers are notified and sales/billing can prompt payment, reducing delays and preventing missed follow-ups.
Notable Features
- Send SMS when invoice issued
- Filter contacts without phones
- Hand off to sales or billing