Keep billing ready for business owners when contacts added

Business owners add contacts and face delayed invoices and approval bottlenecks that hold up billing. Create a default billing project per contact so finance can start invoicing without manual setup.

Overview

Business owners risk delayed invoices and approval bottlenecks when billing projects aren't created at contact intake. This workflow creates a default billing project for every new contact, eliminating manual setup and preventing invoice delays. Finance teams get faster handoffs and clear visibility into billable starts.

Notable Features

Create default billing project for contact
Link project to client record
Notify finance of new billing projects