Keep project managers updated when payments hit records

Project managers miss payment confirmations in email, causing reconciliation delays and unclear billing. It writes payment date, method and reference to the deal for accurate reconciliation.

Overview

Missed payment confirmations stall projects and create reconciliation gaps for finance and project managers. This workflow writes payment date, method and reference directly to the matching deal record, eliminating manual lookups and restoring accurate billing status. The result is faster reconciliations and fewer status blockers across finance and project teams.

Notable Features

Log payment details to deal record
Match payment emails to records
Notify finance and project managers