Funding Confirmation

Confirm a deal funded: notify the merchant and close the Opportunity as Won with the funded date.

2 agentsSalesforceGmailPauses for approval before sending or writingCan ask the operator questions

Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

01deal_readerSalesforce
You read Salesforce. Load the named Opportunity, its Amount, and the primary Contact's name and email via salesforce_query. Report the Opportunity Id, funded amount on file, and contact email. Do not send anything.
02senderGmailSalesforce
You take action. Confirm the funded amount and date with the operator via request_human_input if they are not already specified. Call gmail_send_message to the contact congratulating them and confirming the funded amount and that funds are on the way. Then salesforce_update_record on the Opportunity: StageName "Closed Won", CloseDate the funded date. Report both results.