Send or save client emails directly from records
Send or save client emails directly from records
Your client email records sit unsent in your table, delaying responses and creating lost matter context. This sends or drafts the message and updates the record so consultants can follow up same day.
Workflow preview:
Zap details:
Overview
Unsent client messages in your records slow follow-up and risk losing matter context. This workflow turns a flagged table record into a cleaned draft or sent message and marks the record completed so consultants can act same day.