Update CRM deal when payment log row appears

Your payment log rows arrive without linked deal context, forcing manual lookups and missed settlement status updates. It updates deal records so billing staff see reconciled status same day.

Update CRM deal when payment log row appears

Overview

Unlinked payment rows force billing into manual lookups and slow reconciliations. This flow ties each payment row to the right deal and alerts finance on misses, so reconciliations finish same day and the next billing run stays accurate.

Update CRM deal when payment log row appears