Skip to content
Send proof links to audit coordinators before next billing run

Send proof links to audit coordinators before next billing run

Your enrollment spreadsheet rows sit waiting for proof files, causing delayed billing and compliance gaps. Alert audit coordinators with the proof link and update the enrollment record so billing stays on schedule before the next billing run.

Send proof links to audit coordinators before next billing run

Workflow preview:

Zap details:

Send proof links to audit coordinators before next billing run