Keep IT aligned: create customer and project folders

IT teams lose track of storage when sales orders update, causing misplaced files and stalled deliveries. Folder IDs are added to orders so operations and sales find the right folder.

Overview

Misplaced project files and manual folder setup cause delivery friction and rework. This flow ensures folder IDs live on the order record so operations and sales always find the correct folder, reducing handoff delays and lookup errors.

Notable Features

Create customer folders on order update
Write folder IDs back to orders
Notify ops and sales with links