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Add completed orders to customer messaging and events

Completed orders lack messaging context, delaying onboarding and post-sale tasks. Capture customer and purchase events so post-sale workflows run within minutes.

Add completed orders to customer messaging and events

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Overview

As a project manager, missing messaging context after completed orders causes manual handoffs and timeline delays. This flow creates or updates the customer profile and logs the purchase event so post-sale journeys and handoffs start within minutes.

Add completed orders to customer messaging and events