Send price change notice and create follow-up task
Send price change notice and create follow-up task
Your price increase form submissions go unread, leaving customers uninformed. You receive a customer email and a follow-up task for each account before the next billing run.
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Overview
When price adjustments are submitted, customers and billing need to be aligned quickly to avoid confusion. This flow sends the customer notice, logs the update in your sheet, and creates a CRM follow-up task — all within minutes and ready before the next billing run.