Update onboarding board item with CRM handover notes

Your CRM handover notes never reach the onboarding board, leaving CSMs without setup context. They post automatically to the board so onboarding managers can act same day.

Overview

When client handover notes update only in the CRM, onboarding teams can lack essential context and stall implementations. This flow pushes those notes to your onboarding board so CSMs and onboarding managers have full context and can begin setup same day.