Attach incoming email files to matching order records
Attach incoming email files to matching order records
Your order emails include attachments that get buried, causing fulfillment and billing delays. Attach files to matching order records so staff can act same day.
Overview
When order attachments sit in an inbox, fulfillment and billing slow down and manual searches add work. This flow pins those files to the right order record so your coordinators can find paperwork and act same day.