Send signed agreement and invoice package to admin
Send signed agreement and invoice package to admin
Your signed agreements and invoice files on the board are scattered, delaying billing and follow-up. This emails the signed package to billing so invoices go out same day.
Workflow preview:
Zap details:
Overview
Signed agreements left on the board create billing delays and rework for finance. This flow bundles every relevant file and emails a complete invoice package to billing automatically, enabling same-day invoicing and cleaner audit trails.