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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.

Update deal stage after authorised invoice is recorded

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.

Update deal stage after authorised invoice is recorded