Create account follow-up tasks when contract status changes
Create account follow-up tasks when contract status changes
Your contract status updates on the project board can go unhandled, leaving renewals or cancellations without timely outreach. You get CRM follow-up tasks assigned to account owners the same day.
Overview
When contract status flips on your project board, account owners can miss renewal or cancellation outreach and SLAs slip. This flow turns that status change into CRM follow-up tasks for account managers and compliance leads, delivering clear action items the same day.