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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

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