Update deal and notify closer when deposit paid
Update deal and notify closer when deposit paid
Signed buyer documents with deposits arrive but deals and closer alerts aren't updated, stalling contract preparation. Records updated, closer notified, and buyer sent receipt so delivery proceeds same day.
Workflow preview:
Zap details:
Overview
When a buyer pays a deposit, this flow moves the deal forward automatically — updating records, advancing pipeline stage, and notifying the closer. That means contracts, holds, and buyer receipts are handled within minutes so your team can close the same day.