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Create contract closure records from sales channel messages

Create contract closure records from sales channel messages

Your sales channel closure messages miss project links and stall file handoffs for billing. It logs each closed contract with folder context so billing and ops reconcile files same day.

Create contract closure records from sales channel messages

Overview

Closed-contract messages in the sales channel often lack structured project context, leaving billing and ops to hunt for folders and confirmations. This flow captures the message, finds the project record, extracts folder context, and logs a standardized closure entry so billing and operations can reconcile files same day.

Create contract closure records from sales channel messages