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How can we improve JobNimbus?

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Payment Based Automations

I would like to set up an automation to automatically send out a copy of the invoice with the updated payment applied. Currently automations can only pull company documents. There needs to be a way for it to pull docs from the job. Either that, or JN needs to find a way to send out a "payment receipt" once a payment is applied to their account.

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Josh shared this idea  ·   ·  Report…  ·  Admin →
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Settings: Automation

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