Update account record when T&C agreement is signed
Update account record when T&C agreement is signed
Signed T&C envelopes don't update CRM, leaving accounts without signature status and delaying onboarding. Keep accounts current with signature timestamps so managers can finish onboarding same day.
Overview
Signed agreements that never reach the CRM stall onboarding and hide compliance status. This workflow writes signed status and a timestamp directly to the account record so account managers can act same day and avoid manual chasing.