Keep engineering teams' POS transactions reconciled in CRM

Engineering teams get POS webhooks that leave CRM line items out of sync, causing reconciliation gaps and incorrect reports. It updates CRM line items and links them to deals for reconciled reporting.

Overview

Unreconciled POS orders create blind spots in reporting and force manual reconciliation. This workflow keeps CRM line items aligned with POS transactions and links them to deals, giving engineering a single source of truth and dramatically reducing manual fixes.

Notable Features

Ingest new POS orders
Create or update CRM line items
Associate line items to deals