Send approval reference and payment reminder to team
Send approval reference and payment reminder to team
Your approval emails for payment requests sit untriaged, delaying invoice readiness and customer billing. Push the approval reference to a billing DM so payment-schedule emails go out same day.
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Overview
Untriaged approval emails create hidden delays in billing and slow down cash collection. This flow routes approval references directly to your billing person's DM so payment-schedule emails are triggered same day, reducing invoice lag and ensuring predictable collections before the next billing run.