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Create follow-up bank re-link task for billing team

Create follow-up bank re-link task for billing team

You miss reconnecting customer bank links when follow-ups aren't scheduled from incoming notices. This creates dated tasks so billing staff get reconnect reminders ahead of the next billing run.

Create follow-up bank re-link task for billing team

Overview

Missed bank link renewals delay collections and create manual churn for billing staff. This flow converts webhook signals into a dated CRM activity assigned to the right owner, ensuring reconnect reminders appear 165 days later and before the next billing run.

Create follow-up bank re-link task for billing team