Never miss post-project feedback after invoicing for support

Customer success managers miss feedback when invoiced deals go uncontacted, risking churn. The flow sends a feedback email at Invoiced and flags the deal after seven days so agents follow up.

Overview

Customer success teams risk churn when post-project feedback slips through the cracks. This workflow sends feedback requests at invoicing and flags deals for follow-up after a week, eliminating missed outreach and keeping deal records up to date so agents can act.

Notable Features

Send feedback emails at invoicing
Flag deals for follow-up after delay
Create deal notes and status updates