Send upload request and update project record for clients
Send upload request and update project record for clients
Your accepted estimates stall when customers don't get an upload token, leaving source files unsubmitted and blocking production. The workflow requests uploads and links tokens to the job so intake completes same day.
Workflow preview:
Zap details:
Overview
Estimate approvals often leave intake waiting for source files, slowing production and billing. This flow automatically requests an upload token, updates the job record, and gets files to production coordinators so work can start same day.