Update deal approval status when document PDF appears
Update deal approval status when document PDF appears
Your project PDFs without synced approval status leave reps guessing a deal's true stage and delay outreach. The workflow keeps deal approval current in your CRM so reps act confidently within minutes.
Overview
When a new project PDF appears, this flow updates the linked deal so reps no longer guess approval state. It turns document events into reliable CRM status changes, letting your sales team act within minutes instead of waiting for manual updates.