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Create payment notification profile and event for co-owners

Create payment notification profile and event for co-owners

Your co-owner advance-payment flag in CRM doesn't create payer profiles or events, delaying billing and outreach. It delivers payer profiles and per-share totals to messaging for same-day outreach.

Create payment notification profile and event for co-owners

Overview

When ops flips the advance-payments flag in the CRM, this flow creates payer profiles and publishes payment events so billing and outreach teams can act immediately. That removes manual lookups and ensures co-owners get accurate payment notices the same day.

Create payment notification profile and event for co-owners