Send flagged payment emails to designated client contact
Send flagged payment emails to designated client contact
Your payment emails are not routed to the right contact, stalling reconciliation. It forwards matched payments to the designated contact so billing staff can post them same day.
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Overview
Manual routing of payer emails delays reconciliation and wastes billing hours. This flow finds payment emails, pulls the identifying data, and delivers the payment instructions to the mapped portfolio manager so payments get applied the same day. Exceptions are routed to your payments lead for immediate attention.