Update client payment date in project system records
Update client payment date in project system records
Your CRM payment date updates don't reach project records, leaving coordinators without billing context. Payment dates appear in project records automatically, letting billing act on current dates same day.
Workflow preview:
Zap details:
Overview
When CRM payment dates fail to reach project records, coordinators and billing teams lose context and work from stale data. This flow pushes updated payment dates into your project system so staff have accurate context and can act same day.