Recurring Invoice #2089

What Usually Happens:
• Finance notices next week
• Emails accounting
• Accounting emails sales
• Sales checks with support
• Everyone's confused

What Happened Instead:
Payment Failed → Instant Workflow:
• Task created for Account Manager
• Payment history already attached in CRM
• Recent support tickets already linked in CRM
• Follow-up email can be drafted with inbuilt Open AI integration

Time from fail to action: 2 minutes
Manual steps needed: 0
Information gaps: None

Because failed payments need context, not chaos.

Want your systems to talk to each other?
https://zurl.co/jcFbi

#ZohoBooks #AccountsReceivable #CustomerRetention

‍