Notify marketing ops and accounting of invoice requests

Marketing ops coordinators miss invoice requests, creating delayed payments and campaign holds. Instant alerts get accounting and project leads reviewing invoices, preventing processing delays so campaigns continue.

Overview

Missed invoice requests can pause campaigns and create vendor friction. This workflow routes every invoice issuance request to accounting and project leads with full details and links, removing manual handoffs and preventing processing delays. Teams report faster handoffs and fewer missed approvals.

Notable Features

Notify accounting and project leads
Attach invoice details and links
Create review tasks in project management