Set issue ready-to-invoice date from CRM deal update
Set issue ready-to-invoice date from CRM deal update
Your deals marked ready-to-invoice aren't reflected in issue trackers, causing billing confusion and missed handoffs. Keep issue records current so billing staff and project managers can act same day.
Overview
Deals flagged ready to invoice should drive action, not manual follow-ups. This workflow writes the deal's ready timestamp into the linked issue so project managers and billing staff see invoice-ready context and can process invoices same day.