Notify settlements channel when a file settles today
Notify settlements channel when a file settles today
Settlement confirmations without structured metadata leave teams unaware of settled files. Post concise alerts to your settlements channel so coordinators begin checks within minutes.
Workflow preview:
Zap details:
Overview
Missed settlement alerts slow post-settlement work and frustrate clients. This flow surfaces confirmations into your settlements channel within minutes so coordinators can begin checks and client communications immediately.