Send payment alert to your team for e-transfers
Send payment alert to your team for e-transfers
Your e-transfer payment emails sit in your inbox unacknowledged and stall client billing updates. Get payment alerts in chat so receipts are acknowledged and matter records updated same day.
Workflow preview:
Zap details:
Overview
When e-transfer confirmations sit hidden in email, client billing and acknowledgements fall behind. This flow surfaces the sender and a short payment summary directly into your team's chat, so receipts are acknowledged and matter ledgers are updated within minutes.