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Update deal stage from invoice status and reference

Update deal stage from invoice status and reference

Your invoice updates don't sync to deals, leaving reps without payment context and delaying outreach. Keep deal stages aligned so reps can act on payments the same day.

Update deal stage from invoice status and reference

Overview

Invoices are the source of truth for revenue, but when they don't surface in the CRM your reps lose payment context and pipeline accuracy. This flow finds or creates deals from invoice updates and advances stages based on invoice status so sales ops and reps see payment risk and act within the same day.

Update deal stage from invoice status and reference