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Create cancellation tasks from pledge forms on submission

Create cancellation tasks from pledge forms on submission

Pledge cancellation responses often go untriaged, leaving refunds unresolved. This creates a tracked task so teams resolve cancellations before the next billing run.

Create cancellation tasks from pledge forms on submission

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Overview

When pledge cancellations arrive by form they can slip through and delay refunds and reconciliations. This flow turns each cancellation into a tracked task so program teams can act and close cases before the next billing run.

Create cancellation tasks from pledge forms on submission