Send settlement SMS to conveyancing team and partners
Send settlement SMS to conveyancing team and partners
You miss settlement confirmations from your settlement feed, delaying post-settlement tasks and client updates. Teams get immediate SMS alerts and can notify clients and finish follow-ups same day.
Workflow preview:
Zap details:
Overview
When settlement confirmations don't reach the right people, post-settlement closures and client updates stall. This workflow converts settlement webhooks into immediate SMS alerts so conveyancers and client liaisons can act within minutes and finish follow-ups the same day.