Send schedule warning when proposal not approved to ops
Send schedule warning when proposal not approved to ops
Your scheduled work orders lacking an approved proposal cause unsanctioned dispatches and billing delays. It sends a warning email so operations and analysts can pause the schedule same day.
Workflow preview:
Zap details:
Overview
Non-approved proposals routinely trigger unsanctioned site visits and downstream billing problems; this flow catches those events and pushes a contextual warning to ops and analytics. That gives dispatchers time to pause or reconcile schedules same day, avoiding unbilled or incorrect work.