Save deal snapshot files to project folders on change
Save deal snapshot files to project folders on change
Your CRM outbound file notifications miss project folders, leaving bids and mobilization without needed documents. Files land in the right project folder so teams can review them same day.
Overview
When outbound CRM file notifications fail to land in project folders, bids and mobilization can proceed without required documents. This flow places snapshot files into the correct project folder within minutes so commercial and operations teams have the files they need same day.