Capture paid migration deals in CRM and alert sales reps

Sales reps lose paid migration leads when invoice items don't appear in the CRM, delaying onboarding and risking stalled expansion. This flow creates a CRM deal and sends onboarding emails so sales and customer success act quickly.

Overview

Billing events can create blind spots where paid migration opportunities slip through the cracks, stalling onboarding and expansion. This workflow turns migration invoice items into CRM deals and onboarding emails, so sales and customer success start handoffs quickly and eliminate missed follow-ups.

Notable Features

Create CRM deal from invoice
Send onboarding email to customer
Notify sales and success teams