1.Receives enrollment id input
Integrate Sub-Zap by Zapier to map incoming Enrollment ID and pass the trigger payload to the workflow.
Update enrollment with prior program and site assignment
Automatically monitors sub-zap started enrollment id input across Sub-Zap by Zapier and Salesforce. Creates and updates enrollment program and site assignments when program reference is empty or re-enrollment is detected or last-match indicators existβso you can search enrollment records, look up location-based programs, and update program and site IDs without manual data entry.
How this automation updates enrollment programs
When sub-zap started receives an enrollment id input, mismatched program and site assignments can delay the right learning plan. This automation searches enrollment context in Salesforce and applies location lookup and re-enrollment logicβso your team can update program and site IDs without manual reconciliation.
Sub-Zap by Zapieror swap with your favorite app
2.Finds enrollment and participant
Integrate Salesforce to search enrollment and participant records and to pull program reference, participant reference, and agency location.
Salesforceor swap with your favorite app
3.Looks up program and site
Integrate Zapier Tables to look up location-based program rows and return program reference and site suggestion.
Zapier Tablesor swap with your favorite app
4.Handles re-enrollment and update
Integrate Salesforce to select prior program and site for re-enrollment and update the enrollment record fields.
5.Returns updated enrollment ids
Integrate Sub-Zap by Zapier to return updated Enrollment ID and Program ID fields to the invoking flow.
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