Update order stage and attach test file to contact
Update order stage and attach test file to contact
Your orders stall when lab files arrive unlinked, slowing fulfillment and compliance checks. Staff can clear shipments same day when orders are marked for sample review and files are attached.
Workflow preview:
Zap details:
Overview
When lab or compliance files arrive disconnected from orders, fulfillment grinds to a halt and review slips. This flow attaches each file to the customer record and advances the order into sample review so your small team can clear shipments same day.