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Create customer contract folder when account becomes active

Create customer contract folder when account becomes active

Your accounts lack a standard contract folder on activation, scattering agreements and delaying handoffs. Your contract team and account managers get files ready immediately.

Create customer contract folder when account becomes active

Overview

When accounts flip to active, contracts must live in one discoverable place instead of being scattered across drives. This flow creates a named contract folder as soon as activation occurs, so contract administrators and account managers can find documents and begin onboarding within minutes.

Create customer contract folder when account becomes active