Complete sales task when a draft order is paid
Complete sales task when a draft order is paid
Draft orders moved to completed can leave sales tasks open and delay shipping. Marking the matching sales task complete lets your reps and fulfilment act in sync the same day.
Overview
Open draft orders that become paid often leave sales tasks uncleared, which leads to duplicate outreach and shipping delays. This flow completes the matching sales task and appends a payment note so reps and fulfillment act in sync the same day.