Update SOW status when documents are sent or completed
Update SOW status when documents are sent or completed
SOW records fall out of sync when signed documents aren't linked to CRM, delaying billing and project starts. Keep SOW status updated so billing and delivery act on the right contract same day.
Overview
Signed contracts that don't update CRM SOWs create manual handoffs for finance and delivery. This flow writes document events into the CRM status field so billing and delivery see the correct contract state within minutes, speeding invoicing and project kickoff.