Set settlement activated flag on company record automatically
Set settlement activated flag on company record automatically
Your company settlement status can remain stale after confirmations, causing billing confusion and delayed support. Keep customer records current so reconciliation and outreach proceed same day.
Overview
Settlement confirmations that don't land in your customer records cause manual reconciliation and delayed outreach; this flow writes confirmations directly to the company record. That removes manual steps and ensures billing and support teams see the update within minutes for same-day reconciliation.