Attach uploaded ticket files to Opportunity records fast

E-ticket PDFs dropped into your shared folder can go unlinked to Opportunity records, causing billing delays and handoffs. Teams get required ticket files and flags for finance and sales same day.

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Overview

When ticket PDFs sit in a shared folder without being linked, billing and revenue ops waste time reconciling deals. This flow attaches each file to the matching Opportunity and sets the ticketed flag, so finance and sales have verified documentation same day.