Record online deposit and update job record in CRM
Record online deposit and update job record in CRM
Your online deposit submissions often arrive unlinked to jobs, delaying prep for film transfers. It attaches payments to the right job and updates tasks so billing can act same day.
Workflow preview:
Zap details:
Overview
Stop letting online deposit submissions sit unlinked and delay transfers — this flow ties payment details directly to the right job record and updates tasks for fulfillment. Billing and fulfillment teams see payment context within minutes, enabling same-day processing and fewer manual lookups.