Update master record and notify payments team instantly
Update master record and notify payments team instantly
Your delivery tasks don't update the master record, leaving payment status and dates out of sync. The workflow updates the master record and notifies payments so billing staff can reconcile same day.
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Overview
When delivery tasks flip to the configured completion state, this flow keeps your master record and payments channel aligned so billing staff get the context they need without asking. That eliminates manual lookups and lets your team reconcile and close orders the same day.