Send paid invoice copy and update opportunity record
Send paid invoice copy and update opportunity record
Your invoice emails sit unprocessed in inboxes, stalling billing and delaying opportunity updates. You receive a paid PDF and the Opportunity is updated same day.
Workflow preview:
Zap details:
Overview
Stop manual invoice handling that leaves payments unrecorded and opportunities stale. This flow archives the paid PDF, creates a short share link, and moves the related Opportunity to a paid stage so revenue is accurate same day.