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Create renewal task after customer payment posts to billing

Create renewal task after customer payment posts to billing

Payments post without an assigned task for provisioning or renewal, leaving account managers unsure what to schedule. Assign a task immediately so the account manager can schedule next steps same day.

Create renewal task after customer payment posts to billing

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Overview

When payments clear, immediate follow-up is critical to schedule provisioning or renewals and prevent handoffs from stalling. This flow creates a task and notifies the right channels so account managers have context and can act the same day.

Create renewal task after customer payment posts to billing