Outcome. Finance and operations get notified automatically the moment a deal closes won, so invoicing and provisioning start without waiting on a rep to loop them in.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-030
flowchart TD
A[Deal moves to Closed Won] --> B[Set Invoicing Kickoff Sent = true]
B --> C[Notify finance/ops team]
C --> D[Create invoicing task]
When to use it, when not to
- UseUse it as the finance-facing counterpart to deal-hygiene-023's CS handoff, both fire from the same Closed Won moment but route to different teams.
- UseUse it when invoicing today depends on a rep remembering to forward the closed deal to finance, or a delayed invoice is a recurring complaint.
- SkipDo not use it if invoicing is triggered from a separate system of record, a signed contract in an e-signature tool, or a purchase order. Pick one trigger as the source of truth to avoid a duplicate invoice being raised from two systems.
- SkipDo not route sensitive discount or margin detail to a broad distribution list without checking with finance what they actually need in the notification.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the deal hygiene pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
