Send payment follow-up emails when client task flagged

When client payment tasks lack outreach, follow-ups stall and balances age without a recorded contact attempt. You get contextual emails tied to the task so collectors can engage same day.

Send payment follow-up emails when client task flagged

Overview

Flagged client payment tasks often fail to trigger timely outreach, letting balances grow and collector workflows stall. This flow converts a task flag into an immediate, templated email so collectors and marketing ops deliver contextual, same-day outreach tied to the task.

Send payment follow-up emails when client task flagged