Send disbursement reminders and check-ins to case channel
Send disbursement reminders and check-ins to case channel
Your disbursement chat posts get missed, delaying settlement steps. Staged reminders ping assigned case staff to complete items before the 30-day cutoff.
Workflow preview:
Zap details:
Overview
Turn ad-hoc disbursement posts into a dependable, time‑staged checklist so your small firm avoids missed invoices and the 30‑day cutoff. Assigned case managers will receive in-channel prompts and confirmations, reducing manual chasing and late disbursements within days.