Keep customer support ops billing tied to CRM deals

Customer support ops lose invoice details from webhooks, causing unclear deal status. Create invoices and tenant billing records, update CRM deals, so finance has accurate billing and clear deal status.

Overview

Missed billing webhooks create unclear deal status and slow down collections; customer support ops need invoice events tied to CRM deals to prevent disputes. This workflow generates client and tenant invoices, records tenant billing, and updates deals so finance and account managers get accurate records and fewer billing disputes—teams report faster reconciliation and clearer deal visibility.

Notable Features

Generate client and tenant invoices
Add tenant billing records automatically
Update CRM deals with invoice links