Update order backlog from completed title search emails
Update order backlog from completed title search emails
Title completion emails often lack file numbers and dates, leaving backlog rows stale and billing paused. The workflow writes file IDs and a completion date into the sheet so files can be invoiced.
Workflow preview:
Zap details:
Overview
When title-search vendors complete work, your backlog should reflect that immediately rather than waiting for manual entry. This flow pulls the notice, extracts the file reference and date, and updates the backlog so billing and operations can act within minutes and files are invoice-ready same day.