Keep sales ops informed of credit funding changes

Sales ops miss approval handoffs when credit funding changes, causing funding delays and stalled deals. Keep payment operations notified so approvals are processed promptly and manual handoffs stop.

Overview

Missed credit funding alerts create approval bottlenecks and put funding fulfillment at risk. This workflow keeps sales ops and payment operations aligned so approvals are processed promptly, eliminating manual handoffs and preventing missed processing steps.

Notable Features

Send approval details to payment ops
Extract approver and funding fields
Mark deal as notified to avoid duplicates