I am searching for a way to be notified when an invoice is completed
where financing was used. I'm attempting to streamline the process of
closing out the financing tickets without relying on someone to remember
to add a tag to the invoice. I have lo...
That's the same thing we do currently, but I want to be sure that we
don't accidentally miss this. I feel like if I could build some sort of
automation, we would take the human error portion out of the equation.
One of the problems that I am attempting to avoid is the need to capture
signatures or additional money on the ticket that wasn't covered by the
finance company, prior to us leaving the job site, and also going into
the different finance company's we...
Are you trying to trigger this for one particular job type? I have found
a workaround that triggers every time a job is completed in our sales
business unit with the job type "Investment Opportunity." This triggers
a Zapier filter to then create a ne...