Send credit reference requests to listed contact emails
Send credit reference requests to listed contact emails
Referral records leave billing unable to request confidential credit checks, stalling approvals. Auto-send requests so reviewers respond before the next billing run.
Overview
When referral rows update, billing often wastes time chasing contacts and credit approvals stall. This flow auto-sends credit-reference requests to every parsed recipient and tags the record so your billing staff can secure responses before the next billing run.