For IT: Keep project records linked to finance folders

IT admins get project webhooks with no finance links, creating audit gaps and manual lookups. It writes folder IDs and links into the external project record so stakeholders access finance documents.

Overview

Missing finance links create audit gaps and force IT into manual lookups. This workflow ensures external project records are populated with folder IDs and links, eliminating broken traceability and making finance documents discoverable from the project. IT can reduce manual handoffs and keep audit trails intact while stakeholders find the right files without asking.

Notable Features

Update external records with links
Attach folder IDs to projects
Notify stakeholders when links added