Driving billing based on Deal property

Hi, Thank you for the quick response. Sending the link to finance is plan B - we preffer to push the data, rather than for them to pull it - less chances of errors this way. of course if we cannot send the data, that we will send the link.

I also tried adding data source when creating the workflow, but that solves the problem only if there is 1 line item - any additional line items are ignored.

I also looked into the “Personalized tokens” KBA, but that unfortunately, addresses only Deal properties, not the line items.

Same story with Zapier - the integration to Slack or email just supports Deal property as far as i could see - not line items…

This is a tough one :slightly_smiling_face:

Zvi