Update project board items when ID verification completes
Update project board items when ID verification completes
Completed ID verifications sit in the intake form but the project board isn't updated, causing approval delays. Keep board items current so reviewers can approve and progress work same day.
Overview
When clients finish ID verification, your ops team must see that work on the board immediately or approvals stall. This flow approves the submission, marks the request complete, and updates the board so reviewers can act within 30 minutes and keep engagements moving same day.