Skip to content
Send new client text alerts to accounting lead before billing run

Send new client text alerts to accounting lead before billing run

Your incoming client texts land untriaged, causing missed billable messages and delayed invoicing. Your accounting lead receives contact context and an alert so issues are resolved before the next billing run.

Send new client text alerts to accounting lead before billing run

Workflow preview:

Zap details:

Send new client text alerts to accounting lead before billing run