Send credit check request when deal changes stage
Send credit check request when deal changes stage
When a deal moves into onboarding, client credit checks are often missed, delaying billing readiness. The workflow emails finance and creates a CRM note so checks begin same day.
Overview
When deals enter onboarding your finance team needs client credit context—manual requests create bottlenecks. This flow sends the credit-check request email and logs a CRM note so finance can begin vetting the same business day.