Update CRM and notify billing on signed pilot
Update CRM and notify billing on signed pilot
You miss completed pilot signings when eSign callbacks aren't routed, leaving billing and program coordinators without an invoice trigger. Benefit: records are updated and billing is alerted the same day.
Workflow preview:
Zap details:
Overview
Signed pilot agreements should trigger invoicing immediately, not sit in a webhook stream. This flow converts eSign callbacks into CRM updates and a billing alert so invoices can be prepared the same day. Program coordinators and billing staff get a clear action and reduced manual chasing.