Send ACH authorization envelope to client and closer team
Send ACH authorization envelope to client and closer team
Your ACH requests arrive unsigned, forcing closers to chase and delaying payments. It sends a prefilled signature envelope so sales ops and closers collect authorizations the same day.
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Overview
Stop manual document prep and signer chasing that stalls payment setup. This flow turns incoming ACH requests into prefilled signature envelopes and routes them to the client and closer, so your sales ops team collects authorizations the same day.