Update external project record when settlement date changes
Update external project record when settlement date changes
Your project records miss updated settlement dates after CRM edits, leaving coordinators without schedule context for handoffs. It keeps project records aligned so teams can confirm plans same day.
Overview
Settlement date edits in your CRM often leave external project trackers out of sync and force coordinators into manual fixes. This flow routes CRM settlement changes to the external tracker so project teams have aligned schedules and can confirm tasks the same day.