Update deal record with payment link and follow-up IDs
Update deal record with payment link and follow-up IDs
You receive webhook data that needs a payment link and reference attached to the deal, delaying collections when handled manually. Billing can start same day with a formatted reference and short link.
Workflow preview:
Zap details:
Overview
If webhook payment requests sit unlinked, billing stalls and reps waste time chasing details. This workflow writes a standardized reference and short payment link directly to the deal so billing can begin same day and reps preserve pipeline momentum.