Create renewal follow-up job from finalized customer payments
Create renewal follow-up job from finalized customer payments
Finalized renewals don't create follow-up jobs, leaving field teams and marketing without scheduled visits. You get a scheduled job and aligned outreach ahead of billing.
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Overview
When renewal payments finalize without a planned follow-up, field teams and marketing lack the timing to act and outreach slips. This flow creates the follow-up service job within minutes of finalization so coordinators and campaign managers gain a scheduled visit and aligned outreach ahead of the next billing run.