WorkflowPatchFinance ops handoff proof.
A first paid slice for teams whose CRM, forms, inbox, and finance tools need a reviewed handoff before Xero, Drive, CRM, payroll, tax, or customer-facing action. Duplicate, unknown-account, customer-facing, and finance-sensitive rows stay visible before any live write happens.
Handoff Ledger CSV
Approval Queue CSV
Exception Queue CSV
Error Log CSV
Zoho Events CSV
Account Map CSV
Destination Policy CSV
Runbook
Source Script
Input
Redacted or synthetic CRM, form, inbox, and sheet events plus an approved account map and destination policy.
Output
Safe rows become reviewed handoff ledger entries for finance drafts, Drive folders, and CRM activity logs.
Failure Path
Customer-facing messages, finance-sensitive rows, duplicates, and unknown accounts are held or errored.
| Event | Source | Requested Handoff | Decision | Reason |
|---|---|---|---|---|
| evt-1001 | Zoho CRM | Xero draft invoice and CRM activity | Ready for reviewed handoff | Approved account, allowed destination, amount present, and unique correlation id. |
| evt-1004 | Shared Inbox | Customer email and CRM log | Approval queue | Customer-facing message requires review before any external send. |
| evt-1006 | Zoho CRM | Xero draft invoice | Error | Source references an account that is not in the approved account map. |