After First Delivery (PRO/PRO+)

1. CSL - Go to Rocketlane project and set First Report Delivery Date
   1. ✴️ A Zapier integration will update the Clarivoy Properties board First Report Delivery Date to mirror this change.
   2. 🚦Make.com automation will:
      1. 🚦 IF the property was in an Onboarding group, then move the property to the Active group (If the item was in any other group, it will remain there. There is the potential for a First Delivery to occur after a cancellation notice has been given, in which case we do not want to move the rooftop from Pending Cancellation to Active)
         1. 🚨 Monday Automation will then set Processing Status to Active
   3. 🚀 Rockelane Automation will change the Rocketlane project status from Integration Complete —> Active

After First Delivery (Starter/Basic)

For Starter, after the first month's data has been delivered:

1. When the 1st of the following month arrives, if the Monthly Processing Status is "Client Ready", the Make scenario Source Reports Properties board daily item review will reset properties on the Source Reports Properties boards and set the Property Status to Active Note: If processing of their first month's data spills into a subsequent month, this change will be made the morning following the day they went to "Client Ready".
   1. 🚨 The property will move to the Active group