Update deal and line items after payment received

Your payment links can complete without updating the related deal or line-item, causing fulfillment and billing confusion. Keep deals and line items updated for billing and fulfillment the same day.

Overview

When a payment link completes but the CRM doesn't reflect the charge, fulfillment and billing get delayed and your small team spends hours reconciling. This flow finds the matching deal, marks service line items as charged, and alerts ops so orders clear for fulfillment the same day.