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Update proposal tracker and create job cards from emails

Update proposal tracker and create job cards from emails

Proposal acceptance emails hide client and proposal details, leaving records empty and delaying invoicing. The zap captures and writes proposal fields, then notifies owners so billing starts same day.

Update proposal tracker and create job cards from emails

Overview

When proposal acceptances sit in inboxes, billing and project start dates slip and owners scramble. This flow extracts acceptance details, updates your tracker, and creates or updates job cards so billing and delivery teams can act and start work same day.

Update proposal tracker and create job cards from emails