Send archived project notice to operations and CRM
Send archived project notice to operations and CRM
Archived projects slip through the cracks, leaving account owners unable to mark clients as closed or update billing. The alert triggers CRM updates and closing tasks before the next billing run.
Overview
When archived projects aren’t surfaced, account owners miss critical closing and billing steps. This workflow emails your operations and account leads the moment a project is archived, enabling CRM updates and closing tasks to be completed before the next billing run.