Send payment links when a payment column updates
Send payment links when a payment column updates
Your payment status updates in your project board can leave customers waiting for invoices and force manual outreach. This sends the right payment link automatically so billing can collect same day.
Workflow preview:
Zap details:
Overview
Stop manual billing emails and missed invoices. This routes the correct, tiered payment link to customers immediately and copies your billing inbox so outstanding amounts can be collected the same day.