Send signed payment notifications to billing and owner
Send signed payment notifications to billing and owner
Your signed payment forms sit untriaged in the signing tool, delaying verification and posting to accounts. Route confirmations to billing and owners so payments are queued for same-day processing.
Workflow preview:
Zap details:
Overview
Signed payment forms that sit untriaged create slow handoffs between sales and billing and risk payment delays. This flow routes confirmations to billing and the responsible owner so paperwork is verified and payments enter the queue the same day.