Receive new claim form submissions, format submission dates, update contacts, and unenroll users
Receive new claim form submissions, format submission dates, update contacts, and unenroll users
Manage new claim form submissions by formatting submission dates, updating contact records in Keap, and handling course enrollments in Thinkific. This process accelerates onboarding and improves data accuracy.
Workflow preview:
Zap details:
Overview
Manage new claim form submissions by formatting submission dates, updating contact records in Keap, and handling course enrollments in Thinkific. This process accelerates onboarding and improves data accuracy.