Create custom activity in Close, find contacts, and perform calculations when opportunity status changes

Create custom activities in Close when an opportunity status changes to 'Invoice Terms Sent'. Update relevant contacts and perform necessary calculations to ensure accurate tracking and reporting.

Create custom activity in Close, find contacts, and perform calculations when opportunity status changes

Workflow preview:

Zap details:

Overview

Create custom activities in Close when an opportunity status changes to 'Invoice Terms Sent'. Update relevant contacts and perform necessary calculations to ensure accurate tracking and reporting.

Create custom activity in Close, find contacts, and perform calculations when opportunity status changes