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Create client tracking items from new database records

Create client tracking items from new database records

Your new client records in the central cache go untracked in project boards, delaying onboarding and owner assignment. It creates items for account managers so work can be assigned same day.

Create client tracking items from new database records

Overview

When client entries land in your central table they often don’t surface for account teams, which delays kickoff and scoping. This flow turns each new record into a board item so account managers can pick it up and start onboarding within hours, not days.

Create client tracking items from new database records