Update project task to lodged from invoice tracker
Update project task to lodged from invoice tracker
Your invoicing tracker updates don't reliably change project task status, causing missed lodgment follow-ups. This marks tasks as lodged so billing staff see correct status same day.
Workflow preview:
Zap details:
Overview
When lodgment flags in your invoicing tracker don't update project tasks, follow-ups slip and billing work piles up. This flow makes task status reflect lodged invoices and surfaces failures to your inbox so billing staff get same-day visibility and can clear exceptions faster.