Add order ID to deal when stage changes
Add order ID to deal when stage changes
Your deal records often miss linked order IDs after stage changes, forcing manual lookups and delaying onboarding. It writes the order ID to the deal so billing and project teams have complete records same day.
Overview
Missing order IDs on deals force manual lookups and slow onboarding, costing project managers time and delaying invoices. This wiring writes the order ID into the deal and updates the central sheet so billing and project teams see complete records the same day.