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Update company contract fields when document is signed

Update company contract fields when document is signed

Your signed contracts and bank documents are not linked to company records, leaving campaign managers and billing staff without billing or segmentation context. Teams act on accurate billing same day.

Update company contract fields when document is signed

Overview

Signed contracts frequently arrive without structured CRM context, leaving campaign managers and billing staff guessing. This flow writes signature, SEPA, and bank document data into the company record so teams have billing and segmentation context available same day.

Update company contract fields when document is signed