Create CRM payment records from invoicing webhooks for jobs
Create CRM payment records from invoicing webhooks for jobs
Your invoice payment webhooks can be missed, leaving Payments unlogged and billing reconciliation stalled. This creates Payments records and job tasks so billing staff reconcile same day.
Workflow preview:
Zap details:
Overview
Missed or unlogged payments create reconciliation drag and audit risk for billing staff. This flow converts incoming invoice webhooks into CRM Payments records and follow-up tasks, giving billing and operations one auditable view of receipts so reconciliations can close same day.