Create and update order records with transaction details
Create and update order records with transaction details
Your paid orders and buyer details arrive unsynced, creating fulfillment ambiguity and outreach delays. They are recorded and updated in your order and contact boards for same-day processing.
Overview
When paid orders don't create or update records, fulfillment stalls and outreach opportunities slip. This flow captures each payment, writes or updates order and contact records, and logs a timeline entry so your sales ops team can act within minutes and close follow-up the same day.