Create paid fulfillment orders from tagged CRM contacts
Create paid fulfillment orders from tagged CRM contacts
Tagged contacts requesting welcome kits need manual order entry, causing fulfillment delays and missing shipment tracking. The workflow creates paid store orders so your team ships same day.
Overview
Manual creation of welcome-kit orders ties up time and risks shipping mistakes. This flow turns CRM tags into paid store orders automatically, so fulfillment coordinators can pack and ship same day and customers get timely tracking.