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Create or update example client entries from tasks

Create or update example client entries from tasks

Your subscription tasks don't sync to the examples list, leaving proposal materials and case references incomplete. Keeps your client examples list current and ready for proposals same day.

Create or update example client entries from tasks

Overview

When subscription tasks change status, this flow automatically creates or refreshes a single examples list so your teams stop copying details manually. That means marketing and sales have up-to-date case references available for proposals, often within minutes.

Create or update example client entries from tasks