Keep sales ops checklists linked with workflow run IDs

Sales ops miss workflow run IDs on new orders, causing reconciliation headaches. Attach the run ID to each sales-order checklist so sales ops can track and transfer records reliably.

Overview

Unlinked workflow records create reconciliation risk and slow order handoffs for sales ops. This flow writes the workflow run ID onto every sales-order checklist, eliminating manual lookups so records move cleanly between accounts. Teams report fewer lookup errors and clearer audit trails.

Notable Features

Attach run ID to checklists
Populate order forms automatically
Enable audit-friendly tracking across accounts