Send payment confirmation email to customer record promptly
Send payment confirmation email to customer record promptly
Paid leads without confirmation leave billing and support without audit trails and confuse customers. Send a templated payment confirmation to customers so reconciliation completes same day.
Workflow preview:
Zap details:
Overview
Unconfirmed payments create extra work for billing and frustrate customers; this flow removes that gap. It sends a templated payment confirmation immediately when a paid lead appears so reconciliation and customer inquiries finish same day.