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Update opportunity document status from external document events

Update opportunity document status from external document events

Onboarding documents change outside the CRM, leaving reps and support without current status for handoffs. It updates Opportunity document status so teams have accurate context within minutes.

Update opportunity document status from external document events

Overview

Document status changes often live outside the CRM, leaving support and account teams guessing and slowing onboarding. This flow writes those status updates onto Opportunities so support ops and account managers have accurate context within minutes, reducing handoff delays.

Update opportunity document status from external document events