Keep IT informed when proposal status moves to completed

IT admins miss proposal completions, causing billing errors and stalled onboarding. This workflow updates internal proposal status when a proposal completes, ensuring accurate billing and faster handoffs.

Overview

Billing and onboarding stall when proposal completions aren't reflected internally. This workflow keeps internal proposal records aligned with external proposal states so billing and onboarding proceed without manual checks, and teams report fewer manual fixes and more reliable handoffs.

Notable Features

Update internal proposal status
Notify operations and account managers
Trigger billing and onboarding workflows