Update contact on signed agreement and store file
Update contact on signed agreement and store file
Your signed agreement PDFs often sit unlinked in inboxes, delaying invoicing and onboarding. They are attached to contact records and stored in your shared drive so billing staff can act same day.
Overview
Signed agreements must be attached to contact records to avoid billing and onboarding delays. This flow updates the CRM contact, saves the signed PDF to your shared drive, and makes the file discoverable so billing staff and account managers can act same day.