Create CRM booking and draft invoice for shoots
Create CRM booking and draft invoice for shoots
Your booking submissions missing client or billing details cause shoots to remain unbilled and slow prep. Automatically create a contact, CRM booking, and draft invoice for same-day follow-up.
Overview
When shoot bookings arrive, this flow automatically creates the client record, a CRM booking, and a draft invoice so billing details never get lost. That means ready-to-send invoices and accurate contact records available same day for follow-up and production prep.