Update deal stage from uploaded check and notify billing
Update deal stage from uploaded check and notify billing
Your uploaded check PDFs aren't linked to deal records, causing reconciliation and cash posting delays. It links each check to the correct deal and alerts billing so reconciliations complete same day.
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Overview
When payment PDFs land in a shared folder, billing often spends hours matching them to deals. This flow automatically links each uploaded check to the correct deal and advances its stage, so reconciliations and cash posting happen the same day.