Keep marketing ops bookings updated when payments clear
Keep marketing ops bookings updated when payments clear
Marketing ops miss paid booking flags in sheets, causing fulfillment delays and billing errors. It marks bookings Paid after payment and approval, so fulfillment and finance act on accurate records.
Overview
Marketing ops risk fulfillment delays and billing errors when paid bookings remain unflagged. This flow connects payment and approval signals to booking records so manual checks disappear and fulfillment and finance act from accurate 'Paid' statuses—operations leaders report fewer reconciliation mismatches.
Notable Features
- Set booking status to Paid
- Detect full payment and approval
- Notify fulfillment and finance teams