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Create client and project from new subscription record

Create client and project from new subscription record

New subscriptions arrive without client records or projects, leaving timesheets and billing context incomplete. Add clients, projects, and a sheet row so ops can invoice same day.

Create client and project from new subscription record

Overview

When a subscription comes in, this flow builds the client and project records you need for immediate billing and time tracking. It turns a raw payment event into a ready-to-bill client, sheet row, and onboarding tasks so ops can invoice and track hours same day.

Create client and project from new subscription record