Create trial draft order and log trial record

Your deals moved to Trial don't always create draft orders or records, causing shipping and outreach to stall. It creates a draft order and trial record so fulfillment and outreach are ready same day.

Overview

Deals moved to Trial should immediately translate into trial orders and visible records so fulfillment and outreach happen without manual steps. This flow creates the draft order and logs the trial, giving program coordinators and marketing ops a ready-to-act order reference same day.