Attach new order files to requisition records automatically
Attach new order files to requisition records automatically
When order form PDFs appear in your shared drive untagged, campaign records miss required paperwork and approvals. Files are attached to the requisition for same-day visibility.
Overview
Order form PDFs that sit disconnected from CRM records create follow-up work and slow campaign execution. This flow links each upload to its requisition so campaign managers have required documents on file and teams get same-day visibility.