Create standardized appraisal report from updated contact record
Create standardized appraisal report from updated contact record
Your appraisal records produce inconsistent files, leaving coordinators without report PDFs. The workflow creates a standardized PDF report for each update, available same day.
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Overview
If appraisal records generate inconsistent files, handoffs stall and billing slips. This flow produces a complete, template-based PDF for each qualifying contact update and clears the trigger, so coordinators have a ready file same day.