Update CRM deal record when a booking is cancelled

Cancellations leave your deals and balances stale, delaying refunds and causing outreach errors. Your team reconciles refunds and halts outreach within minutes when deals and amounts are updated.

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Overview

Cancelled bookings often leave deal records and financials out of sync, forcing ops and billing teams into manual reconciliation and accidental outreach. This flow finds the matching deal, updates cancellation status and amounts automatically, and stops outreach so refunds and communications complete within minutes.