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Create fulfillment task and order folder from new orders

Create fulfillment task and order folder from new orders

You get Shopify orders without linked paperwork or a tracking task, stalling fulfillment and delaying billing. Coordinators start fulfillment same day because a shared folder and an assigned task exist.

Create fulfillment task and order folder from new orders

Overview

When orders arrive without a linked folder or task, fulfillment and billing teams waste time hunting for specs and PO references; this flow creates a shared folder record and a tracked task automatically. Coordinators get clear ownership and the documents they need within minutes, enabling same-day processing.

Create fulfillment task and order folder from new orders