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Create kit orders and deals from invoice webhooks

Create kit orders and deals from invoice webhooks

Invoices arriving without mapped contacts and kit lines force manual order entry and shipping delays. Create CRM orders and deals so lab coordinators fulfill kits the same day.

Create kit orders and deals from invoice webhooks

Overview

When invoice webhooks land without structured contacts and kit lines, lab coordinators spend hours on manual entry and shipments stall. This flow converts invoices into CRM contacts, deals and order records so procurement and lab staff can fulfill and ship kits the same day.

Create kit orders and deals from invoice webhooks