Update contract board item when contract workflow completes
Update contract board item when contract workflow completes
Your completed contracts sit unchanged on the board, causing procurement and commercial teams to miss handoffs. Updates appear on contract items so stakeholders can act same day.
Overview
Contracts finishing in your CLM should automatically flip the corresponding board item to complete so procurement and commercial teams don't wait for manual updates. This flow updates board status and key fields within minutes, cutting handoff lag and keeping workflows moving the same day.