Skip to content
Log inSign up
Templates
Create customer from project update and notify accounting

Create customer from project update and notify accounting

Project updates can miss a billing customer and leave contracts unprocessed. Create the billing customer, update project records, and email accounting so invoices can be started same day.

Create customer from project update and notify accounting

Overview

Reduce the common handoff friction between project intake and billing by automatically creating the billing customer and returning the accounting ID to the project record. The flow also emails the contract to accounting so invoices can be prepared the same day, removing manual steps and speeding time-to-bill.

Create customer from project update and notify accounting