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Create project opportunity and record after deposit is received

Create project opportunity and record after deposit is received

Deposit webhooks arrive without a linked opportunity, so production can't schedule crews or prep jobs. The workflow creates the opportunity, project record, and notifies coordinators so scheduling begins same day.

Create project opportunity and record after deposit is received

Overview

When a deposit hits your systems, this flow immediately turns it into a tracked opportunity and a production project record so sales and operations don't wait on manual updates. Coordinators receive an alert and can begin scheduling crews the same day, reducing handoff delays.

Create project opportunity and record after deposit is received