Hello!
I want to automatically, through a workflow, create a Subscription and associate it to the Company, the Contact with the association lable = Billing Contact, and the recently closed Deal. The trigger should be upon closing the deal and moving it to Closed Won.
Also, I have a property in the Deal record called: Active Users, which basically is the number of active users on the client’s account, pulled from our backend system. Can I have this number of active users as the Line Item in the Subscription and the Invoices?
Finally, I want to have the generated Invoices from this Subscription to, alos, be automatically associated with the same records the Subscription is associated with.
Is it too much? 😅