Skip to content
Templates
Update account payment status on board when invoice is paid

Update account payment status on board when invoice is paid

Your invoice records marked Paid can leave campaign owners unsure whether to start client work. The workflow updates your accounts board so campaign managers see payment and enable delivery same day.

Update account payment status on board when invoice is paid

Workflow preview:

Zap details:

Overview

Stop campaign starts from waiting on manual payment checks by surfacing paid invoices on your accounts board the moment they clear. This links billing events to campaign owners so teams can enable delivery within hours, not days.

Update account payment status on board when invoice is paid