Mark opportunities paid and record fees from payments
Mark opportunities paid and record fees from payments
Your event order payments sometimes arrive without matching opportunities, leaving invoices and commissions untracked. It marks opportunities paid, logs fee line items, and notifies ops same day.
Workflow preview:
Zap details:
Overview
When event payments land without a linked opportunity your sales and finance teams waste hours reconciling. This flow writes payment amounts and fee lines directly to the opportunity and flags unmatched payments so ops can resolve them same day.