Update project records when payment posts to CRM
Update project records when payment posts to CRM
Your project records miss payment confirmations when charges post, delaying onboarding and billing. It updates the CRM with payment status and transaction ID so managers can proceed same day.
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Overview
Payments that don't land in the project record create onboarding friction and slow invoicing. This flow writes payment status and transaction IDs into the related project record so project managers and billing staff can move forward same day.