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Refinement of action: Distribute payments among processes based on expected payments

[Automatic once per minute]

Distribute payments across processes based on expected payments

Add functionality to this action:

1. Business process and stage in which to look for the expected payment

2. Set the client payment client to the found process

* In the added photo there is an idea of ​​what it might look like in the end

* This functionality is already in action Automatically distribute customer payments among processes [Automation once per hour]

Logic of action based on the results:

the expected payment is added to the b/p, at a certain stage of the process a faceless payment appears, with the action “Distribute payments among processes based on expected payments” we look for the expected payment in a certain process and stage and assign it a process and client number.

Is it possible to add this functionality as an investment within the cloud client?

If this is not possible, then is it possible to complete the revision in 1 hour?
Original question is available on version: ru

Answers:

Good afternoon.
Yes, you can do the revision in 1 hour. Bill?
05.10.2023, 13:10
Original comment available on version: ru

Hello!
Yes, post it.
05.10.2023, 13:12
Original comment available on version: ru

Please email the invoice. You can just use a transfer card.
05.10.2023, 16:50
Original comment available on version: ru

An invoice was sent to you at 15.30 by email 7437514@ukr.net
05.10.2023, 17:17
Original comment available on version: ru

No messages. Likewise, spam is empty.
05.10.2023, 17:21
Original comment available on version: ru

Commentary is available in ru and not yet translated to the current language.
05.10.2023, 17:26


Improved settings:
"Business processes in which to look for the expected payment"
"Set the client payment client of the found process"
Uploaded to https://bobrdobr2.crm-onebox.com/
06.10.2023, 09:47
Original comment available on version: ru

Thank you, it works great!
Have a good day!
06.10.2023, 09:54
Original comment available on version: ru

Thank you, I am very glad that we were able to solve your need.
Have a nice day too!
06.10.2023, 09:56
Original comment available on version: ru

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