For sales ops: trigger tree donations for approved invoices

Sales ops miss authorised invoice donations, risking sustainability pledges. This workflow records a tree for each authorised invoice so sales ops can prove pledges are fulfilled.

Overview

Missing tree donations after authorised invoices undermines customer trust and sustainability commitments. This workflow turns every authorised invoice into a recorded tree contribution with receipt links, eliminating missed donations and giving sales ops audit-ready proof.

Notable Features

Create tree records from invoices
Flag missing donations for review
Attach donation receipts to invoices