Creates a line item and quote with a 30-day validity period when a deal reaches the "Decision Maker Bought-In" stage.
Creates a line item and quote with a 30-day period when a deal reaches the "Decision Maker Bought-In" stage.
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Sends a POST request to an external API when a deal reaches the "Contract Sent" stage, submitting the associated contact's email.
Creates a high-priority task and sends a Slack notification to update the close date for deals with overdue close dates that are still open.
Alerts deal owners when deals lack associated contacts or companies, and automatically copies missing associations to ensure proper linking.
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