Create event records from signed projects for operations
Create event records from signed projects for operations
Your contract-signed projects often don't surface as scheduled events, leaving coordinators scrambling for contact and start details. It creates event records so your operations can schedule kickoff same day.
Overview
Contracts marked signed rarely translate into scheduled kickoffs without manual copy/paste, which slows onboarding. This flow creates event records and notifies operations so coordinators receive contact and start details and can book kickoff the same day.