Update client records when proposals are accepted companywide
Update client records when proposals are accepted companywide
You get accepted proposals that don't update client records, leaving billing without fee or service details. It keeps client profiles current so billing and onboarding finish the same day.
Workflow preview:
Zap details:
Overview
Accepted proposals must update client records immediately, or billing and onboarding stall while teams hunt for totals and references. This flow pushes acceptance data into your client system and alerts ops channels so accounts are ready and invoices can be issued the same day.