Update project records when a service item changes
Update project records when a service item changes
Updated service items aren't syncing to linked project records, leaving leads without owner or date context. The flow keeps project records current so leads can act same day.
Overview
When service records change, project handoffs often lose owner, schedule, and budget context — causing delays at kickoff. This flow writes service updates and role assignments into the linked project record so project managers and coordinators get complete handoff context and can act same day.