Update contact status when board item is ready

When a board item reaches the signature-ready state, your client records can fall out of sync and staff may miss paperwork status. This aligns contact status for program coordinators so they can act the same day.

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Overview

Board status changes tied to paperwork often leave CRM records stale and coordinators guessing. This workflow connects your board readiness state to contact records so program coordinators immediately see which clients need signatures and can pursue outreach and billing the same day.