Update CRM line item from task quantity change
Update CRM line item from task quantity change
Your task quantity changes can leave CRM line items out of date, delaying invoicing and lab planning. It updates CRM line items and records a history so teams act same day.
Overview
When task sample counts change, billing and lab teams can end up working from outdated records and miss shipment or testing windows. This flow updates the CRM line item and logs a historical record so billing staff and lab coordinators see correct quantities within minutes.