Send trade confirmation email and alert your operations team
Send trade confirmation email and alert your operations team
Form trade submissions can delay confirmations and omit wallet or payment details. Customers receive immediate emailed confirmations and your trading team gets a private alert to act within 45 minutes.
Workflow preview:
Zap details:
Overview
When purchase orders arrive by form, confirmations can be delayed and trades held up, which erodes speed and client trust. This flow sends a clear customer confirmation email and pings trading and billing privately so trades move to execution within 45 minutes.