For IT architects: mark client agreement as received in CRM

IT architects miss agreement notices, causing onboarding to stall and delaying client setup. Records are updated to 'Service agreement received', so onboarding proceeds without manual status checks.

Overview

Missed agreement receipts stall onboarding and create unnecessary project delays for IT teams. This workflow updates the centralized client record to 'Service agreement received' when an external notice arrives, so onboarding can progress without manual status checks. The result is faster handoffs, clearer audit trails, and zero missed next-step actions.

Notable Features

Mark client record as received
Notify onboarding of agreement receipts
Match notification to client record