Skip to content

Send deposit summary email when box stage changes

Your deposit and move-out records go unprocessed after stage changes, delaying refunds and owner payouts. Get a formatted deposit summary to managers and accounting so reconciliations occur same day.

Send deposit summary email when box stage changes

Workflow preview:

Zap details:

Overview

When a tenancy advances to the post-move stage, operations and accounting need a consistent handoff to act quickly. This flow turns that stage change into a formatted deposit summary email, cutting reconciliation time and enabling same-day refund decisions.

Send deposit summary email when box stage changes