Skip to content

Add deactivation date to inactive company records for tracking

Your company records miss deactivation dates after status changes, hindering offboarding. This adds a deactivation date to company profiles so ops and billing act before the next billing run.

Add deactivation date to inactive company records for tracking

Workflow preview:

Zap details:

Overview

Missing deactivation dates create offboarding and billing confusion; this flow writes a deactivation timestamp into the company profile automatically. Operations and billing see a single authoritative status within minutes, reducing manual handoffs before the next billing run.

Add deactivation date to inactive company records for tracking