Move and link SOW files when issue closes
Move and link SOW files when issue closes
SOW issues and client files often live apart, causing handoff delays and missing contract context. It links files to issues and organizes folders so coordinators find records fast.
Workflow preview:
Zap details:
Overview
Misfiled SOWs stall support handoffs and create manual work; this flow keeps files tied to their issue records and folders organized. Program coordinators get a single folder link and updated issue fields within minutes, reducing search time before handoff.