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  1. Reporting Automation
  2. Monthly Updates
  3. Recurring Revenue Sync

Adjust recurring event dates for updates

This automation ensures your records stay current by automatically adjusting event dates and refreshing recurring revenue data on a regular schedule. It eliminates manual updates and synchronization errors by triggering timely data transfers across your systems. As a result, teams always work with the latest financial metrics, improving decision-making and customer support.

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  • Salesforce
  • Formatter by Zapier
  • Zendesk