Update deal stage after authorised invoice is recorded
Update deal stage after authorised invoice is recorded
Your authorised invoices land in accounting without CRM links, leaving deals mis-staged and blocking collections. It updates deal stage and alerts owners same day.
Workflow preview:
Zap details:
Overview
When invoices are authorised, your CRM must reflect that immediately so account teams can act. This flow finds the customer, moves the deal to the invoice-sent stage, and pings the sales channel so collections and owners can start outreach same day.