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Update deal title and close from order note

Update deal title and close from order note

Your order webhooks put legacy deal IDs in notes, leaving deals unlinked and reps missing closing context. This creates clean deal titles and closes matching deals so reps regain context within minutes.

Update deal title and close from order note

Overview

Incoming order notes often bury legacy deal references and break deal linkage, leaving reps scrambling and dashboards inaccurate. This flow extracts those tokens, updates titles, and moves matching deals to closed so reps regain context and records reflect reality within minutes.

Update deal title and close from order note