Keep support ops billing aligned with project tracker

Support ops miss billable hours when tracker rows don't reach CRM, causing invoicing gaps. This workflow posts tracker rows to opportunities and creates billing items so billing sees accurate hours.

Overview

Missed billable hours and disconnected tracker rows create invoicing gaps and extra reconciliation work for support ops. This workflow makes every tracker update flow into opportunities and generates billing line items so billing and account teams always see accurate billable hours. The result is fewer missed invoices and smoother handoffs between ops and finance.

Notable Features

Create billing line items in CRM
Update opportunity status and editor
Notify billing and account teams