Set intake record status when issue hits UAT
Set intake record status when issue hits UAT
Your intake requests fall out of sync when issue statuses change, causing ops to miss handoffs. The sync keeps request status current for operations and billing same day.
Overview
When issues hit UAT, manual CRM updates slow operations and risk billing or fulfillment delays. This flow keeps intake request status aligned automatically so platform admins and ops teams see the correct lifecycle same day.