Update CRM case when service board status changes

Your service board updates leave case records missing service dates, payment status, and customer context, causing delayed follow-up. Keep cases updated so reps can act with full context same day.

Overview

When service-board updates don't reach case records, reps lack context and SLAs can slip. This flow pushes board changes into the matching case so reps see updated service dates, payment status, and customer info within minutes, enabling same-day follow-up.